Please see SOP on the EB Product Onboarding APPROVAL ticket here: Processing EB Onboarding APPROVAL tickets
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The ticket will always have the subject, “EverBright Partner Onboarding”
The ticket will include the information required to setup the partnership including:
Installer name
Installer contact email
Installer’s EverBright account manager
2. Update the SS ticket
Update the ticket’s Organization field to the Installer name, from the form.
Add the organization’s account manager and David Ellis as a Watcher.
Set Reporter to onboarding@goeverbright.com
Set Request Type to Company-specific Data Change
Use the Needs Configuration? Automation dropdown to select Integrated Finance
An initial response will be automatically sent to the customer - but since customer isn’t listed as reporter or as a request participant, the message should not be received by them.
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Support will send an internal comment to David Ellis asking if approved to push live (Note: automate this step once config ticket closes - TBD)
Slack David for an update within 24 hours if not received
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A separate “approval” ticket comes in to Jira - it will have a subject line like: “Partner Name - EB onboarding approved” and is linked to this ticket
Link for approval ticket SOP: Processing EB Onboarding APPROVAL tickets
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