Note: These tickets are for installers NEW to both the platform and to EB products.
Please see SOP on the EB Product Onboarding APPROVAL ticket here: Processing EB Onboarding APPROVAL tickets
...
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.
...
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
...