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INTEGRATIONS

Your tools.
A connected process.

Joiners and leavers touch account administration, licensing, email security, and device work. Here’s how Microsoft 365, Pax8, Proofpoint Essentials, Atera, and SuperOps fit into that process. Integration availability and supported actions will be confirmed for early access.

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Account requirements

Microsoft 365

Microsoft 365 account work starts with knowing what the person needs. Bring role requirements, access decisions, and approval together so technicians have the context for setup or departure changes.

  • Define the account and access requirements for the role.
  • Identify who can approve the requested changes.
  • Carry out and verify changes with your existing administration tools.
Keep the approved account requirements with the request.
Licensing requirements

Pax8

If your MSP sources licenses through Pax8, include licensing in the joiner and leaver plan. Identify what the role requires, what needs purchasing approval, and who will coordinate the work.

  • Record the license requirement before account setup.
  • Check availability and purchasing approval in your licensing process.
  • Handle purchases and assignment in the relevant existing tools.
Make licensing decisions part of the setup plan.
Email security follow-up

Proofpoint Essentials

For organizations using Proofpoint Essentials, email security deserves its own place in the checklist. Identify the setup or removal work, its owner, and the checks needed to complete the handoff.

  • Identify the email security work required for the joiner or leaver.
  • Assign an owner with access to the existing email security tools.
  • Verify completion in Proofpoint Essentials separately.
Keep email security follow-up visible alongside account work.
Device preparation and handover

Atera

If technicians use Atera for device work, make equipment preparation part of the user request. Identify the device, the required setup, and who will arrange handover or collection.

  • Identify the device and preparation work needed for the person.
  • Look up device details in your existing device-management tools.
  • Complete and verify device work in your current process.
Give device preparation and collection a clear owner.
Device preparation and handover

SuperOps

If your team manages service or device work in SuperOps, make the handoff explicit. Decide where tasks are owned and which updates the person coordinating the joiner or leaver needs.

  • Identify which service or device tasks belong in SuperOps.
  • Keep ownership clear when work spans more than one tool.
  • Update and verify completion in your existing service process.
Keep service desk handoffs clear across tools.

Follow integration updates
as the product develops.

Join the early-access list for updates on integration scope and the workflows that bring your team’s tools together.

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