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Solution

User Onboarding and Offboarding Automation

Squash executes approved user onboarding and offboarding workflows across identity, Microsoft 365, groups, access, and ticket documentation.

Squash handles

  • Provision and deprovision users through approved workflows.
  • Use client-specific runbooks for groups, licenses, and access.
  • Document each step and escalate exceptions before risk increases.
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What Squash automates

Turn repeat service work into governed execution.

Squash does more than summarize tickets. It triages, plans, acts inside approved boundaries, keeps your PSA synced, and escalates when policy or confidence calls for a technician.

  • New-user setup, account changes, and access requests
  • License, group, mailbox, and collaboration updates
  • Offboarding steps across identity and Microsoft 365
  • Manager updates, ticket notes, and handoff documentation
How Squash handles the workflow

From ticket context to documented outcome.

Step 01

Squash reads the ticket and checks the client onboarding or offboarding policy.

Step 02

Squash gathers missing facts, verifies current state, and applies approval rules.

Step 03

Squash executes approved actions, records the changes, and escalates incomplete or risky steps.

Governance, approvals, and auditability

Control what AI can touch before it acts.

  • Client-specific policies define which access changes are automatic, approval-gated, or blocked.
  • Sensitive access and deprovisioning actions can require technician approval.
  • Audit records show what changed, why, and under which policy.
Where it fits in your MSP stack

Built around the systems your team already uses.

  • Microsoft Entra ID, Active Directory, Exchange, Teams, SharePoint, and Intune
  • PSA tickets and onboarding boards
  • Documentation systems for client role templates
  • License and tenant administration workflows
Related pages

Keep exploring the Squash workflow.

These pages connect this workflow to adjacent service desk use cases, integrations, and governance details.

Solution

Microsoft 365 Automation for MSPs

Squash resolves Microsoft 365, Entra ID, Exchange, Teams, SharePoint, and Intune service desk requests with policy-controlled execution.

Solution

L1/L2 Ticket Automation for MSPs

Squash resolves repetitive L1 and L2 tickets by diagnosing the request, applying client context, executing approved actions, and documenting the outcome.

Solution

AI Service Desk for MSPs

Squash resolves common service desk tickets across identity, provisioning, Microsoft 365, endpoint, and access workflows with the controls MSPs need.

Integration

HaloPSA AI Automation

Squash integrates deeply with HaloPSA so MSPs can use AI to close service tickets without moving work out of the PSA. HaloPSA stays the operating record while Squash writes activity back as work happens.

Platform

AI Governance in Squash

See how access conditions, approvals, fact-grounded execution, and audit trails work together.

Get a workflow assessment

See how Squash fits your workflow.

Review how Squash can handle onboarding and offboarding workflows across your client environments.

Get a workflow assessment