> ## Documentation Index > Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt > Use this file to discover all available pages before exploring further. # Off-boarding > Review student and family departures, resolve access and billing, and preserve a history of decisions. > [!NOTE] > > **School-level feature** — managed within your school portal at `yourschool.deandesk.com`.## Video walkthrough \ \[Download the video](/videos/tutorials/sis-offboarding.mp4) · Download English captions > [!NOTE] > > This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.Screenshots use fictional Northstar demo data.Open **People → Off-boarding**. You can also open a User in [User Management](/sis/student-records.md) and click **Start off-boarding** to preselect that person.![Northstar demo: Off-boarding](https://mintcdn.com/deandesk/Ib88bqpYdQ7_QHTP/images/dashboard/school/offboarding.jpg?fit=max\&auto=format\&n=Ib88bqpYdQ7_QHTP\&q=85\&s=869feafec6d835a19b2a26c415120170)Northstar demo — Off-boarding[Open full-size screenshot](/images/dashboard/school/offboarding.jpg)## Start a departure review**1. Find the person**Click **New off-boarding**, search by name, email, or username, and select the correct account.**2. Choose the scope**Select **This person only** or **Entire family**. Review every person included in the preview before continuing.**3. Record the reason**Enter a reason, then click **Start off-boarding**. This creates a history entry you can resume later.> [!WARNING] > > Changes take effect when you apply them within a step. Completing or cancelling the review is not an undo action for enrollment, role, billing, or account changes already applied.![Northstar demo: Off-boarding — New off-boarding](https://mintcdn.com/deandesk/Ib88bqpYdQ7_QHTP/images/dashboard/school/offboarding--new-off-boarding.jpg?fit=max\&auto=format\&n=Ib88bqpYdQ7_QHTP\&q=85\&s=1ed9097b0ee3fb34fe744a141f3cddfb)Northstar demo — Off-boarding — New off-boarding[Open full-size screenshot](/images/dashboard/school/offboarding--new-off-boarding.jpg)## Review all six stepsFor a family, review each member in the current step before moving to the next step. Add review notes and save each review. Saved reviews remain in the history; the workspace resumes at the next unfinished review.| Step | What to do | | - | - | | **Courses & final grades** | Resolve every active course. Choose **Assign final grade & complete** to preserve a transcript record, or **Remove enrollment** to delete that enrollment record. A final score is optional; the letter must be allowed by the school grading standards. | | **Roster membership** | Keep the rosters that should remain checked. Uncheck others and click **Save roster choices**. A retained roster can enroll the member in linked courses during later roster updates. | | **Roles & access** | Choose the roles to keep and click **Save roles**. At least one role is required. Use the final account step if basic Member access should also stop. | | **Subscriptions** | Review subscriptions paid by or assigned to the member. Open **Manage** to change products, quantities, discounts, payment settings, or cancellation. Shared payments may appear for both payer and learner. | | **Billing & refunds** | Review the member's billing and each linked parent's billing. Check outstanding invoices and eligible refunds. Shared family charges can appear more than once; refund a charge only once. | | **Account decision** | Choose to keep, deactivate, or permanently delete the account. Read and satisfy the displayed confirmation before saving the decision. |An unavailable billing service is not evidence that there is no balance. Resolve load errors before marking a review complete. If the school has no connected Stripe account, record any external billing arrangements in the notes.![Northstar demo: Off-boarding review — Courses & final grades](https://mintcdn.com/deandesk/Ib88bqpYdQ7_QHTP/images/dashboard/school/offboarding-offboardingid--courses-final-grades.jpg?fit=max\&auto=format\&n=Ib88bqpYdQ7_QHTP\&q=85\&s=2b578694880dfb890936363cad79c2e6)Northstar demo — Off-boarding review — Courses & final grades[Open full-size screenshot](/images/dashboard/school/offboarding-offboardingid--courses-final-grades.jpg)## Complete, cancel, or resumeAfter all six steps have been reviewed for every person, inspect the summary and choose **Complete off-boarding**. The summary records decisions, notes, reviewer names, and review times.On the history page, filter **All statuses**, **In progress**, **Completed**, or **Cancelled**. Use **Resume** for an unfinished review and **View** for a closed review. The table shows the people, initiator, initiation date, and completed-review count.See [Delete a user](/sis/delete-user.md) for deletion effects and [Grading standards](/lms/grading-standards.md) before assigning final grades. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.