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Operations whitepaper | Non Profit Organizations

Onboarding and Offboarding Staff and Volunteers

Keeping access controlled as people come and go

  • Published July 1, 2025
  • 3 min read

Turnover is part of nonprofit life

Seasonal programs, volunteers, interns, and staff changes mean people join and leave often. Without a process, former helpers keep access to email, files, and donor data long after they are gone.

A simple, repeatable process

  • Standard account types for staff, volunteers, and board members
  • A checklist for setting up email, files, and devices
  • Same-day removal of access when someone leaves
  • Recovery of organization-owned devices and data

Share without oversharing

Use shared mailboxes and team sites instead of shared passwords, so work continues when a person moves on.

Review access regularly

A quarterly review of accounts and licenses catches forgotten access and frees up licenses for new people.

How WEBIT helps

WEBIT runs onboarding and offboarding for your team and reviews access and licensing with you every quarter.

Talk to an owner

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