Swell has multiple requests that that they can make. Below is how to process their new partner requests.
1. Partner requests form will be sent directly to Support
The email will be sent via as a Typeform. It should look something like this.
Make the reporter Jeff Horton (jhorton@swellenergy.com).
Add as request participants skielas@swellenergy.com, amurphy@swellenergy.com, peter@swellenergy.com
Mark the ticket as a Company Specific Data Change
Provide the initial response
2. Make a CS ticket
The CS tick should contain:
Assignee = CS Team Member
QA Assignee = QA Team Member
Epic = Swell Configurations
Ticket Type = Int Fin
Component = Swell Financing
Instructions on how to make a linked CS ticket from Support are here.
3. Account is configured
Configure the product in the account according to the instructions here.
4. Support will respond account and let them know the products are live
Support team will receive notice ticket is in UAT.
Let Swell know the organization is ready to launch.