Please see SOP on the Initial EB Product Onboarding and EB New Partner Onboarding tickets here: Processing EverBright New Partner Onboarding Requests and Processing "EverBright - 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
2. Update the SS ticket
Link to the Partner’s SS EB Product Onboarding ticket - and then close the onboarding ticket
If there is no active EB product onboarding ticket, send David Ellis an internal comment / slack for direction; he will initiate that ticket.
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
3. Turn the products on by making them “active”
See screenshot below and follow these instructions:
Open Sighten and log in to the EverBright LLC. organization as “sighten admin”
Click settings, then navigate to Configuration Settings
Ensure you’re in the financing tab, search for the organization’s name and select it
You’ll see a list of products marked “inactive”
Select each product that has been approved and do the following:
Select the approved financing product - not the one with (p) next to it
Click edit (upper right corner)
Mark the checkbox next to the word “Offering”
Click Save
Repeat for all approved products
Refresh the page when complete, and you should now see all approved products are now active in the account
Note - even though you didn’t select for edit the product with (p) next to it, you will now see that product active too. This is ok.
4. Support will close the EB Approval ticket
Once the products are activated, close the ticket with a note to the request participants (David and Account Manager) that the products are live in the customer’s account.
