Onboarding and Offboarding Users
Streamlined M365 User Management
About this feature.
Neo's onboarding and offboarding automation streamlines the complex process of setting up new users or decommissioning departing ones by directly integrating with Microsoft 365 and other systems. This feature intelligently analyzes onboarding/offboarding tickets, extracts essential user information, and executes the appropriate actions - creating accounts, assigning licenses, configuring mailboxes, or safely deprovisioning access. By automating these repetitive but crucial tasks, Neo ensures consistency, reduces human error, and frees technicians to focus on more complex issues. Neo simplifies user lifecycle management with AI ticket management for MSPs, from provisioning to secure deactivation. Looking to connect directly with your PSA? Discover Autotask AI integration for smarter workflows.
How to set up through Neo.
Authenticate Neo with M365 Tenants
To enable Neo to interact with your customers' Microsoft 365 environments, you must configure the necessary application and delegated permissions. This can be easily done through the "Companies" tab where you can authenticate Neo with each customer tenant.
Configure Allowed Tasks
While Neo intelligently determines appropriate actions based on ticket context, you maintain control by specifying which specific actions Neo is permitted to perform (e.g., "Add user to shared mailbox", "Create new user account").
Customize Company-Specific Workflows
Address unique company requirements by creating custom instructions at the company level. This ensures Neo follows each organization's specific onboarding and offboarding protocols and compliance requirements.
Establish Approval Workflow
Since Neo will be making changes to your customers' Microsoft 365 environments, implement a robust approval process by designating specific technicians who can review and authorize Neo's proposed actions before implementation.
Considerations when setting up.
Authentication Security
Neo requires proper authentication with each customer tenant before it can perform any M365 management actions. Verify all connections are secure and properly configured.
Detailed Documentation
Create comprehensive company-specific instructions that clearly outline all onboarding and offboarding procedures, including any special requirements or exceptions.
Approval Management
Start with a small team of 2-3 experienced technicians as human approvers who can effectively review Neo's proposed user management actions.
Permission Scope
Carefully review and select only the specific M365 actions that you want Neo to have permission to perform, ensuring appropriate access control.
Frequently asked questions.
Is individual authentication required for each customer tenant?+
Does Neo support multilingual ticket processing?+
How are incorrect actions prevented?+
What is the typical implementation timeframe?+
Is on-premises Active Directory supported?+
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