Offboarding

Offboarding Individual Users
A single user or group of users can be removed from the platform by deleting the users within the managed company's admin panel.
NOTE! The users vault will be deleted along with their account. If the user wishes to retain their records / vault data, it must be exported prior to account deletion. Personal vaults / Family  Plan vaults are not affected.
1.
"Launch" onto the Administration Console of the MC containing the user to be delete. 
    2. Navigate to the admin panel -> Users and delete the user('s).
Deletion of Managed Companies, Users, and All Data
Use the following procedure to delete all user vaults, data and the managed company:
1.
"Launch" onto the Administration Console of the MC to be delete.
2.
Navigate to the admin panel and delete all user. You can select all users at once via the "User Checkbox" as seen below:
3.
Close out the MC's Administration Console and return to MSP Console.
4.
Delete the MC from with the managed company's panel.
Select all users at once for deletion
Deletion of Managed Company
Any licenses consumed by the deleted instance will be returned to the license pool for reuse or can be returned to Keeper. 
Isolation of Managed Company
Use the following procedure to isolate a managed company into a standalone trial instance. Instance structure and vaults are retained. This assumes the client wants to continue using the product as a "Keeper direct" customer.
NOTE! At least one user must be assigned to the MC's "Keeper Administrator" role prior to MC deletion. Failure to do so will result in permanent Administration Console lockout
1.
"Launch" into the Administration Console of the MC to be isolated.
2.
Navigate to the Admin Panel -> Roles and insure at least one, preferably two active user belong to the "Keeper Administrator" role. Failure to do so will result in permanent Administration Console lockout. The first used added to admin role will become the principal admin/ owner of the instance. 
3.
Close out the MC's Administration Console and return to MSP Console. 
4.
Delete the MC from within the managed company's panel.
Two users within "Keeper Administrator" role
Any licenses consumed by the deleted instance will be returned to the license pool for reuse or can be returned to Keeper. The MC is now a 10-day enterprise trial. The instance principal had 10 days to contact Keeper to re-license the instance. After 10 days, the account will lock until licensed.
Migration of Managed Company to Another MSP
Users within an MC's can be migrated to another MSP. This involves deleting the Managed Company container yet retaining the users vaults. Once the container is deleted, the users can be invited to a new  Managed Company. Contact Keepersecurty Support for assistance with container deletion.  

Onboarding

Node to Managed Company Conversion Tool

Last modified 25d ago

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Contents

Offboarding Individual Users

Deletion of Managed Companies, Users, and All Data

Isolation of Managed Company

Migration of Managed Company to Another MSP