New User Setup
Onboard a new employee — M365 account, license, groups, SharePoint, and orientation workflow.
Exit User / Offboarding
Offboard departing staff — revoke access, shared mailbox, email forwarding, and device reset.
SharePoint & DL Permissions
Manage SharePoint sites, distribution lists, Teams channels, and shared mailboxes.
OOO / Email Forwarding
Set auto-reply messages and email forwarding for leave or absences.
How it works
New User Setup
Use our mutually agreed checklist to onboard a new employee. Covered are security, email groups, licensing, and hardware.
Exit User / Offboarding
Submit a departure request. Access will be revoked, mailbox converted to shared, and a forwarding schedule applied.
Permissions & Group Access
Request access changes to SharePoint sites, distribution lists, M365 groups and shared mailboxes. KairosIT will process within 4 business hours.
OOO / Email Forwarding
Configure auto-reply messages and email forwarding for leave or absences.
Dynamic Group Builder
Create Azure AD dynamic security groups. Groups update membership automatically based on user attributes.
Group Details
Membership Rule
Linked / Nested Groups (optional)
Feature Requests
Suggest improvements to the KairosIT Client Portal. All requests are reviewed by our development team.
Knowledge Base
Workflow guides and SOPs for using the KairosIT Client Portal.
New User Setup
This portal creates a helpdesk ticket for KairosIT to onboard the new employee. Submit at least 72 business hours before the start date.
What KairosIT actions:
License assignment · Dynamic group membership · Manual group additions · SharePoint permissions · MFA enforcement · ITGlue contact card · TimeZest orientation scheduling · Encrypted welcome packet to manager
Exit User / Offboarding
Submit at least 5 business days before last day. KairosIT always actions: license removal, group removal, mailbox conversion to shared.
Optional actions you configure:
Email forwarding duration · OneDrive data transfer · Device autopilot reset · Out of office message
Dynamic Group Builder
Requires Azure AD Premium P1+. Build the membership rule using the visual builder — the portal generates the Azure AD membership rule syntax automatically. Groups update membership in near real-time as user attributes change.
Permissions & Groups
Use the format SP-[Site]-[Library] for SharePoint sites. For distribution lists and M365 groups, just enter the display name. KairosIT will process within 4 business hours.
SMTP Settings
Configure and test email delivery for ticket notifications and welcome packets.
Connection Status
docs/ADMIN_SETUP.md in the repo.Scheduled Actions
Pending automated tasks — email forward removals and OOO removals.