Manage Customers' Office 365 Accounts

• Related Articles

• 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 ...

• Office Admin Responsibilities and Daily/Weekly Routines

  General Breakdown of Office Admin Domains Ticket maintenance (creating, updating, scheduling tickets) Quotes (for hardware, warranties, firewall software) Fielding customer's administrative inquiries (project inquiries, invoicing questions) Phones - ...

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

  Clerk and SMS Clerk is a tool that lets teams send and receive customer text messages directly in Slack. When someone texts our Clerk number, the message appears in a Slack channel (called #texts-in-and-outgoing-973-888-1097) where all team members ...

• Technical Policies and Verbiage for Customers

  Printer Installations We cannot set up printers remotely. In order to add the printer to the computer(s) remotely, the printer must already be connected to the network. This requires onsite intervention. NAS Devices We will only provide maintenance ...