Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Requests to enable EverBright’s integrated products will come directly to Support!  Below are the steps.

...

4. Account is configured (by config team)

...

  • Support will send an internal comment to David Ellis asking if approved to push live

  • Support will slack David for an update within 24 hours if we don’t hear back from him

  • Note: If a separate “approval” ticket comes in to Jira (i.e. David doesn’t reply within the ticket - rather sends a new email that opens a new Jira ticket), link the approval ticket to the onboarding ticket and close the approval ticket as a duplicate.

  • Once approval is received to push the products live in the account, support will create a new linked CS ticket and assign it to someone working during the time of approval. Hours forth coming

6. Support will close the Onboarding SS ticket

  • Once the CS ticket is complete (workflow will change to waiting for support), add an internal comment to David Ellis that it's complete and products are live.

  • Close the ticket.

  • Important Note: if any customer communication is needed (for example, not ready to launch in their state, etc.) - please tag their account manager and David Ellis in an internal comment letting them know that communications are needed - remember, customers are not copied on onboarding tickets

...