Export and delete an organization

Who can perform the task

An organization administrator can prepare and verify customer exports. A named service operator and independent verifier perform organization deletion through the controlled exit procedure; there is no self-service delete-organization button in the first-customer product.

Before you begin

Obtain an authenticated exit request and approved retention decision. Confirm legal, audit, litigation, regulator, invoice/tax/bank, incident, and backup requirements. Record separate dates for export review, active service deletion, and backup expiry. Unresolved scope or dates block deletion.

Quick path

1. Stop new filing work and confirm who is authorized to approve the organization exit.
2. Export and verify the data, or give an authenticated instruction to delete without receiving an export.
3. Resolve billing, retention, legal-hold, backup, and active-access obligations.
4. Request the operator-assisted deletion and retain its reference.
5. Verify the deletion outcome and any records or backups that remain under a documented retention rule.

Detailed guidance

1. Revoke pending invitations and stop schedules, reminders, ingestion, new billing, and other writes.
2. If requesting return of data, create a fresh encrypted portable bundle for every filing. Store each unique passphrase separately and record bundle and taxonomy checksums.
3. Download required artifacts, attachments, review/approval evidence, authority receipts, invoices, and reconciliation evidence.
4. Restore a representative bundle sample in a clean approved environment and verify entity, period, values, attachments, audit sequence, snapshot, and regenerated export.
5. Confirm the approved accounting archive contains financial records that must outlive the active SaaS copy.
6. Ask the operator to generate the read-only organization inventory. Review its counts, artifact checks, active jobs, and checksum.
7. After the approved waiting date, confirm the labelled organization, financial archive, deletion reason and backup-expiry date. Confirm either the verified export or your instruction to delete without receiving an export. For the latter, an independent verifier checks your authority and records the instruction before the operator proceeds. Internal identifiers and integrity checks are handled by the operator tooling; you need not calculate them.