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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://demotemplate.teamdynamix.com/TDClient/129/Portal/KB/ArticleDet?ID=604">https://demotemplate.teamdynamix.com/TDClient/129/Portal/KB/ArticleDet?ID=604</a><br /><br />Retiring or Moving On<br /><br />Information about the retirement process or leaving the organization for another job.