Offboarded Client Access

How to request access to Namely to view data after your contract is terminated.

OFFBOARDED CLIENT ACCESS

With offboarded client access, administrators will have Admin – read only access to download and review reports in Namely Payroll and HRIS. Your employees will not have access to Namely.

REQUEST ACCESS

For $1000 a month, access can be granted to users who were already an administrator prior to terminating.

TIP:

An unlimited amount of users can utilize post-termination access.

To request post termination access:

  1. Visit the Help Community.

  • For terminated clients – fill out the Terminated Client Case Submission Form.

  • For clients who require extended access – submit a case. 

  1. Fill out the Case Submission Details.

  • Product Name: Other

  • Product Feature: Relationship Management

  • Function: Terminated Client Access Request

  1. Request is complete!

  • Once the case is submitted, a Professional Services Consultant will reach out to you regarding the next steps.

Refer to this article to have more information: Post Termination Access