Common administration tasks
Find recurring workflows for administrators, finance teams, and security teams.
Use these workflows for recurring Solarius administration. Start each organization task in Console with the intended organization selected.
Onboard a colleague
Send an invitation, assign the required role, and have the colleague verify product access using their own account. Complete MFA enrollment before requiring it across the organization.
Hand over finance responsibilities
Add the incoming billing contact, confirm they can retrieve an invoice, and review the payment method and billing details. Remove the outgoing person's finance permissions only after the replacement confirms access.
Change the organization owner
Use transfer ownership. Confirm the new owner and the outgoing owner's resulting access, then finish any offboarding work. An ownership change requires separate review of contracts, payment details, and external systems.
Close the billing period
Download invoices and receipts, compare charges with subscription and seat changes, and investigate usage. Send unresolved differences to billing support with invoice references.
Review access
Follow access reviews to check administrators, finance users, pending invitations, product access, and connected applications. Record decisions and inspect audit logs for the changes.
Retire a service or organization
Plan cancellation, export needed records, and confirm retained resource charges. Follow organization closure for the business workspace or account deletion for a person's login.