MSP Business Operations

2 skills in this category.

Internal IT Offboarding

Offboard departing MSP staff — client-credential rotation first (they had keys to every environment), then tool deprovisioning, ticket reassignment, and client-facing transition notes. Use when the leaver works FOR the MSP, not for a client.

Internal IT Onboarding

Onboard the MSP's own new hire — technician, dispatcher, or back-office — with accounts, PSA/RMM/docs tool licenses, role-scoped client access, and a shadowing schedule. Use when the new starter works FOR the MSP, not for a client.