These customers are existing users of the platform, however new to EverBright Product or Products
Important: Support can only process tickets originating from David Ellis' Onboarding team; i.e. if a request comes from an account manager, please have them loop in onboarding@goeverbright.com and submit the ticket according to process. This includes any changes to products, states allowed, etc.
Please see SOP on the EB Onboarding APPROVAL ticket here: Processing EB Onboarding APPROVAL tickets
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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 Onboarding 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)
6. Support will close the EB Product Onboarding ticket
Ticket can be closed after config is complete.
Approval will come in a separate ticket; products will be made active in that ticket.
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