Requests to enable EverBright’s integrated products will come directly to Support! Below are the steps.
1. Onboarding form (ticket) will be sent directly to Support
The ticket will always have the subject, “EverBright Partner Onboarding”
The ticket will include the information required to setup the partnership including:
Contractor name
Contractor contact email
2. Update the SS ticket
Update the Organizations to the Contractor name, from the form.
Add the organization’s Sighten account manager as a Watcher.
Set Reporter to onboarding@goeverbright.com
Set Request Type to 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.
3. Update the CS ticket (created by the automation)
Find the automatically generated linked CS ticket (you may need to refresh your SS ticket to see the linked ticket)
Add Components (Contractor name)
Change the Epic to EverBright Configurations
Add assignee names based on workload https://sighten.atlassian.net/secure/Dashboard.jspa?selectPageId=1206
4. Account is configured (by config team)
Configure the product in the account according to the instructions
5. Support will close the SS ticket
Support notified that the CS ticket is complete (workflow will change to waiting for support)
Add an internal comment to James and David Ellis that it's complete.
Important Note: if any customer communication is needed (for example, not ready to launch in their state, etc.) - please tag their account manager in an internal comment to communicate with the customer
Close the ticket.