Concourse Feedback

Put Simply: Develop a tool to automatically identify and remove inactive users (user no longer valid in Entra and/or no activity for a certain period) from Concourse and all integrations (Jira DC/Cloud, Miro, etc) to improve license efficiency and reduce loss of access to data and reduce IT issues..

Why it Matters: Currently, there is no automated way to remove Inactive Users which poses several risks and inefficiencies:

• License Efficiency: Regaining licenses from inactive internal and external users can reduce costs and ensure optimal resource allocation.

• Operational Risks: There are known issues with syncing and closing out integrations when an inactive user exist in a workspace

• Security Risks: Users who are no longer part of the firm might still have access to sensitive engagements, posing security threats.

Acceptance Criteria

• Detect Inactive Users

  • The system must automatically detect internal users who have left PwC or changed roles using Workday?/ PMDM

    • Users no longer in the firm should be removed from the workspace

  • The system must detect client users who are no longer registered or removed from the engagement.

    • Users no longer in the project should be removed from the workspace

• Remove Inactive Users from Integrated Tools

  • When a user is inactive (30/60/90 days??) from any of the integrated systems, then automatically remove them from:

    • • Jira (send email notification to the eng leader/ manager) with an ability to add them back to the integration from CC

      • Miro (remove access + soft delete boards for 30 days) with an ability to add them back to the integration from CC

      • Teams (remove from channels and disable links) with an ability to add them back to the integration from CC

• Revoke license for the integrated systems

  • If a user is inactive in JIRA, Miro, or Teams for more than (30/60/90 days):

    • Send a notification to the user and their eng leader/ manager informing them of their inactivity.

    • Warn the user that they will be removed from JIRA or Miro (as applicable) if they do not log in within the next 7 days. ??

    • If there is still no activity after 7 days, remove the user from the respective system.

• If a user has been removed from an integrated system, the engagement team should be able to add them back, if needed

• If a user is inactive AND holds a mandatory role (e.g., Engagement Lead/ Manager), the system must block workspace closure.

  • Admins or another user must be able to reassign the role to an active user.

• Notification

  • Workspace owners must receive email notification or banner messages when inactive users are detected.

  • Client users must receive automated emails when they are removed from Concourse.

  • Can we also maintain logs?

• How to identify inactive users (mandatory), who have moved out of the project? Flex?