Note: These tickets are for installers NEW to both the platform and to EB products.Please see SOP on the EB Onboarding APPROVAL ticket here: Processing EB Onboarding APPROVAL tickets
1. Onboarding form (ticket) will be sent directly to Support
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Find the automatically generated linked CS ticket (you may need to refresh your SS ticket to see the linked ticket)
Add Components (Contractor Installer name)
Change the Epic to EverBright Configurations
Add assignee names based on workload https://sighten.atlassian.net/secure/Dashboard.jspa?selectPageId=1206
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Configure the product in the account according to the instructions
When complete (but not pushed live) - the config team close the CS ticket and the SS ticket will be moved to “waiting for support”
5.
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Support will
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Slack David for an update within 24 hours if not received
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close the EB Onboarding ticket
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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 Send an internal note to David Ellis and the Account Manager that the account is ready to launch.
Close the ticket (no need to wait 24 hours)
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
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