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Requests to enable Renew Financial Benji products and partners will come directly to Support and can be completed by the support team!  Below are the steps. 

1. Onboarding form will be sent directly to Support

• The Rennovate email

  will come from Typefrom and the subject will always be "Renew survey submitted: {Organization Name}."
• The email is generated when a Sighten partner is approved to sell Renew 
• The body of the email should confirm the Renew products the customer would like to quote.  
• Yader should appear as a requester in the email
• The ticket will look something like this:

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2. Receive contractor ID from Renew

• Renew will respond to the ticket with the contractor ID

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• .  It will be title will be [Org] wants to add Benji. It should look something like this SS-11143

• The email should contain the organization ID and a link to a sheet to find the organization. If it does not contain that please respond to the ticket and ask for the information.

2. Make a CS ticket 

• The CS tick should look similar to this - CS-2363.

  • Assignee =

    You

    Any member of the config team

  • Epic = Renovate/Benji Configurations

  • Place contractor ID in the description of ticket

  • Copy the products the contractor would like to Quote from the support ticket

  • Copy the name of the installer into the description of the ticket. 

• Instructions on how to make a linked CS ticket from Support are /wiki/spaces/SS/pages/111116328.

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3. Account is configured

• Configure an account with Renew products according to the instructions here. 

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4. Support will respond account and let them know the products are live

• Support team will receive notice ticket is in UAT.

• Support will send customer email below and assist in setting up a time for training.

• Find the account manager calendar link to insert in the

  email 

  email How to find an account manager's calendar link?