MSP's: Steps to take in Deleting a Company

What MSPs need to do when Decommissioning their Customers (Companies) from the Symbol App

MSP Admin’s Role:

1. Remove Integrations:
   • Turn OFF all active integrations (SSO, Entra ID Sync, Symbol Inbox Deliver/SID) of the customer within the Symbol app (Company->'Go to Company'->Settings (left menu bar).
2. Export Required Data:
   • Export all required customer data:
     • Phishing Events
     • Training Events
     • If required, any other data for Domain/Email Threat Alerts, Cyber Threat Surveillance, or Policies
     • Boardroom Report
   • Note: These reports can be large. If the client has been with Symbol for a long time, you may need to export quarterly or bi-annually.
3. Delete Users:
   • After confirming the export of all necessary information, delete all users.
4. Remove Company Admins:
   
   • Delete administrators of the Company.
   • You do NOT need to delete MSP-level admins that have access to that customer, only the customer-level admins.
5. Submit Company Removal Request to Symbol:
   • Given there would no longer be any billable users, you can submit the final company removal request to Symbol Support (support@symbolsecurity.com) any time after the users have been removed.

Symbol’s Role:

1. Confirm Deletion:
   • After receiving the final company removal request from the MSP admin, Symbol will:
     • Validate the deletion of integrations and users.
       • Respond back to MSP if the above is not completed
     • Delete the Company permanently.
2. Provide Confirmation:
   • Provide an email to the MSP admin confirming the Company deletion.