Offboard a third party
Open Offboard and step through Checklist, Details, and Review. Mark as terminated to fully close, or leave it as offboarding in progress.
Try it in CybervergentOverview
Run the exit checklist, record the reason and date, and sign off.
Step-by-step
- 1 Open the Register tab and find the third party.
- 2 Open its actions and choose to offboard it. The steps are Checklist, Details, and Review.
- 3 Checklist step: confirm the offboarding tasks completed (for example access and credentials revoked, data returned or destroyed). Click 'Next'.
- 4 Details step: select the 'Reason', set the 'Effective date', and add 'Notes'. Click 'Next'.
- 5 Review step: confirm the summary. Tick 'Mark as fully terminated' to close it, or leave it unticked to save as offboarding in progress.
- 6 Save and confirm when prompted.
Related articles
Third Parties Work the third-party register Read and filter the Register tab, where your third parties and their risk live. Third Parties Onboard third parties Add one third party through a guided form, or onboard many at once from an Excel file. Third Parties Manage a third party Set accountability, lifecycle stage and tier, and the reassessment cadence. Third Parties Act on a third party with Entity Tools Assess risk, audit, request remediation or evidence, and send a questionnaire from a third party.