Manage Customers' Office 365 Accounts

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• Special Procedures - On-Site Visits for Non-Managed Customers

  Please do not perform work that was not assigned in the ticket. If the customer asks for other work to be performed, you must get approval from a senior staff member first. Before Work Begins 1. BACKUP SYSTEM IN PLACE? If the client does not have a ...

• Provisioning Microsoft 365 Services For a Customer

  Adding a NEW Subscription Service If you are ordering a Microsoft subscription service to which the customer does not currently subscribe (as opposed to adding additional licenses for a current subscription), a subscription agreement must be ...

• Successfully Managing Your Email and Company Email

  Keeping Your Own Mailbox Up to Date Maintaining your mailbox is important so you will not miss important emails that come in. Delete or file emails quickly or they will soon get overwhelming. It's especially important to promptly respond to customer ...

• Office Admin Responsibilities and Daily/Weekly Routines

  Office Admin Daily Routine Breakdown of areas of office admin Ticket maintenance (creating, updating, scheduling tickets) Quotes (for hardware, warranties, firewall software) Fielding customer's administrative inquiries (project inquiries, invoicing ...

• Viewing SMS Messages: Slack Clerk Integration, Ring Central SMS

  Clerk and SMS We can use our Clerk number in Slack to receive SMS messages. Our Clerk number is (973) 888-1097. (To send texts, you must visit the web interface. See this article.) We also use this number for 2FA when SMS is the required method of ...