Organizations that fall under either of the following criteria will be granted API access and should be given the canned Initial Response. After the initial reply, re-assign the ticket to John Kilfoil:
- Any client that is approved to sell EverBright Financing Products
- Organizations on this sheet, since they are already working with us on an API Integration
After the initial reply, re-assign the ticket to John Kilfoil
We no longer grant API access for any organizations that are not approved EverBright partners. In this case, please:
- notify Mercedes Davis in the #everbright-sales Slack channel. Be sure to provide Contact Info and State that the client is located in
- example: "Hi @ Mercedes Davis, Made Up Solar Company LLC is requesting API access but they are not approved for EverBright. Can you please reach out to john@email.com ? They are located in CA"
- In the ticket, send the response below and then close as follows:
- Resolution: Declined
- Platform Area: Account Management
- Resolution Type: Account Management
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