Starting on 11/2/2020, Sighten will require all configuration requests outlined below to come from a form. Below outlines the process for to handle requests that come directly from a customer email.
Customer request before 11/2/2020
For customers with the below requests, please reply with this email
You can check the permissions level of the reporter several ways. You can login to the organization and see the user is on a team that has access to settings and is a manager. For most organizations this means, they will be managers on the Organization Team; however, since teams can be customized it is good to check all teams to confirm that they have settings enabled.
You can query the teams and manager status using either query here.
To confirm if the user is a channel partner and not the parent org, you can use this query. You can see the org type. If the org type is not Installer or Channel Manager, than the channel manager’s permission will be required.
If you need to reach out for the correct permissions, please use this email template.
Customer Requests After 11/2/20
Further, not all subscription tiers are eligible for all the same configurations:
Basics receive cash and integrated financing
Premiums receive:
cash
configured financing
integrated financing
1 customer document template
Pros receive:
cash
configured financing
integrated financing
20 customer document template
20 channel partner organizations
You can see which subscriptions an organization has by logging into QuickSight and looking at the Support SalesForce dashboard
Additionally, some orgs pay for an upgrades. Like a basic may pay to have a custom template and pay an additional $50/month. You can see those by logging into Invoiced and looking at their subscription details. See example below:
Document Testing
This should not prevent a request from going forward, but we should make sure to ask whether or a not a customer would like to test the document on onboard before sending the request to configuration. See email template here.