Notice to certain partners about upcoming removal from platform; account deactivation

Background: We are sending periodic notices to select partners advising them that they will be removed from the EverBright platform. In most cases, they can stay on the platform if they apply and are approved as an EverBright financing partner.

Note: the Configuration team will handle deactivating their accounts (coordinating with the onboarding team on their EB application status)

FAQ:

1.) What do I do if they need support before then?

• Before the deadline: Please continue to process any support-related tickets for these accounts as normal, prior to the deadline we’ve given them

• After the deadline:

  • If a user of a deactivated account asks for temporary access to their account to access data support can submit a CS ticket to complete the request

    • Type - Task

    • Epic Link - CS Installer Requests

    • Assignee - follow the https://goeverbright.atlassian.net/wiki/spaces/SS/pages/2768011447 SOP

    • Label - ‘deactivation’

    • Provide the Installer with instructions for exporting their data:

      Open

      

  • If a user writes in to support that they can’t activate their account / password reset isn’t working, let them know their organization no longer has access to the EverBright platform and that they should connect with their org admin if they have any questions.

Your organization no longer has access to the EverBright platform (enter date). Please reach out to (one of) your of Organization Administrator(s) if you have any questions or concerns.

Best,

Your name

2.)What if the org admin is angry and/or not satisfied with your response?

Please respond that we will have their account manager reach out to them to discuss. Then tag the account manager in a slack on the sales slack channel to reach out to the installer.

Names of the organizations sent notices by month sent / effect date of removal:

Orgs noticed in Aug about removal from platform on 9/1archived

Orgs noticed in Sept about Oct deactivationarchived

https://sighten.atlassian.net/wiki/spaces/SS/pages/edit-v2/2594996292?

Orgs noticed in Nov about Dec deactivationarchived

Orgs noticed in Jan about Feb deactivationarchived

Orgs noticed in April about May deactivationarchived

REFERENCE:

Notices to EB partners re: removal of integrated financingarchived