Please see SOP on the Initial EB Product Onboarding and EB New Partner Onboarding tickets here: Processing "EverBright New Partner Onboarding Requests- Product Onboarding" tickets
1. Onboarding Approval (ticket) will be sent directly to Support
The ticket will have the subject, “Partner Name - EB onboarding approved”
The ticket will include a note that the EB products are approved to push live in the partner’s account
The body should contain information about which EB products are approved to go live
If the note doesn’t specify which products ask for clarification ASAP
It will be from David Ellis or the mailbox onboarding@goeverbright.com; if it comes directly from the account manager or James/Joe, please make sure David and the onboarding@goeverbright.com are copied on the request - if not, add them.
2. Update the SS ticket
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the
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SS
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ticket
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Update the Approval ticket’s Organization field to the Installer name from the subject line
Make sure the account manager is copied as a request participant
Make sure the Reporter is set to onboarding@goeverbright.com
Set Request Type to Company-specific Data Change Onboarding
3. Turn the products on by making them “active”
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