Quick Start

Create your account

Go to app.purpletgo.com (opens in a new tab) and sign up with your work email. The first person to sign up becomes the Super Admin for your organization.

Invite your team

Navigate to Settings → Team and invite the people who'll handle offboardings. Roles you can assign:

• Admin - full operational access, minus billing, org-hierarchy management, and connecting/managing integrations (superadmin-only)
• HR - runs offboardings, compliance, exit interviews, and access revocation; bulk/layoff-style offboarding runs through HR too. Checklist templates are Admin/Superadmin-only to create - HR can complete and update checklist items on an offboarding, but not build the reusable templates
• Manager - creates and advances offboardings for their own reports
• Developer - read-only visibility into offboarding and asset records

Add your employee directory

Go to Settings → Employees and either click Add Employee to add someone manually, or use Bulk Import to upload a CSV (columns: full_name, email, plus optional employee_id, job_title, department, phone, github_username). Your plan includes a number of active employees - Starter 50 (growing to 100 at $2 each per month), Team 250 (growing to 500 at $1.50 each), Enterprise unlimited. During the 30-day free trial you have Team features.

Create a checklist template

Checklist templates are available on every plan. Go to Settings → Templates and click New Template to build a reusable task list for a role, or import one of the pre-built templates from the gallery (Engineering, Sales, Finance, Healthcare, Legal, HR, Marketing, or Contractor/Vendor).

Start your first offboarding

Click Start Offboarding on the Offboarding board. The wizard walks you through four steps:

1. Employee Info - pick the employee from your directory and set their resignation date, last working day, and separation reason
2. Select Apps - choose which connected integrations to revoke access to
3. Assign Assets - set an asset return deadline and apply a checklist template
4. Finalize - review everything and confirm

Once created, the offboarding lands in the Notice Period column.

Advance through stages

Move the employee through the board as work gets done:

1. Notice Period → knowledge transfer, exit interview
2. IT Revocation → revoke access to every selected app (the stage won't let you move on until everything's revoked)
3. Asset Recovery → confirm equipment has been returned
4. Completed → the record is closed and the audit trail is final