Offboarding Center

Kraal uses a staged offboarding workflow instead of a one-click status change. This is designed to keep departures controlled, reviewable, and export-first.

The Offboarding Center supports two scopes:

• Client offboarding for a single client leaving the firm
• Organization offboarding for the entire tenant leaving Kraal

Where to start client offboarding

There are two main places to start a client offboarding run:

1. Open the client's Settings detail page and use Start Offboarding
2. Open the client's Workspace Overview and use Start Offboarding

Both entry points take you into the same workflow.

Where to start organization offboarding

Organization offboarding is started from Settings → General using Start Organization Offboarding.

This path is intentionally placed at the organization level because it affects:

• every client under the organization
• organization-scoped integrations
• retention and purge policy for the full tenant

What the workflow does

The Offboarding Center is staged so teams can work in order:

1. Start Offboarding
2. Run Precheck
3. Freeze
4. Build Export
5. Revoke Integrations
6. Complete Handoff
7. Schedule Purge if policy allows

This flow is designed to avoid delete-first mistakes.

What users should expect

The Offboarding Center shows:

• current run status
• blockers and warnings from precheck
• export package status
• integration revocation status
• retention policy and legal hold state
• step-by-step timeline

Related review tools

• Use Audit Center when you need a client-wide history of operational activity
• Use Command Center task detail when you need to inspect one task deeply

Best practices

• Run Precheck before freezing so you can resolve obvious blockers first
• Build the export package before completing handoff
• Treat organization offboarding as a firm-owner workflow, not a routine client admin action
• Use legal hold when retention needs to pause purge scheduling