How do I offboard a user?

We've introduced a user-friendly form in the Customer Portal, designed to streamline the user offboarding process. This form gathers all the necessary information to remove an existing user from your systems.

For more information on how to use the new Customer Portal, please follow this guide: How do I use the New Customer Portal?

Please Note: The old customer portal has been depreciated and is no longer in use. To access the new customer portal, you must set up an account using the company email address you have registered with Pinnaca.

The Importance of Accurate Information

Gathering all the vital information at the outset is crucial for quickly and efficiently deactivating existing users. Your attention to detail and accuracy in providing this information is key to a smooth and secure offboarding process.

You will be asked for the following information to set up a new user:

1. Employee Information – Full name (First, Middle, Last) and email.

2. Date Of Termination – Date and time of deactivation.

3. Equipment To Be Returned – Details of the hardware to be returned and what will be done with it.

4. Microsoft 365 Account - To specify what should be done with the associated M365 account and/or provide the email address of the user that needs access to the data if being kept for 30 days.

Please include as much detailed information as possible on the form provided. If you forget or need to add any further information after submitting the form, rest assured that you can easily do so by posting an update to the Offboarding Ticket you will receive by email.

Please Note: If user termination is urgent and required as of immediate effect, you can reach out to us directly by phone or by sending an e-mail to support@pinnacaretail.com.

Watch the Video Guide

We encourage you to watch the instructional video below on using the form. It will walk you through filling out the User Offboarding Form.

Step-by-Step Guide

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1. Login to the New Customer Portal https://pinnaca.myportallogin.co.uk

2. Click the pink Submit Ticket button in the top right corner.

3. Select the User Changes Category.

4. Select Existing-User Offboarding.

5. Fill in the form. The fields with red asterisks require an answer, and other fields without an asterisk are optional, depending on your requirements. Some of the fields require text, and some require you to select an option from a list.

6. You will get an email confirmation of the submission of the form.

7. If you change your mind about anything or need to correct a mistake, you can use the portal to view your submitted form and leave a comment to inform us of any changes.

8. If you forget or need to add any further information after submitting the form, you can easily do so by posting an update to the Offboarding Ticket you will receive by email. Simply follow the link provided in the email to access the ticket and make the necessary changes.

If you encounter any challenges during this process, please do not hesitate to contact our support team at support@pinnacaretail.com. One of our engineers will be delighted to assist you.