New Authorization Contact for Current Customer - Workflow

New Authorization Contact for Current Customer - Workflow

In AT ticket, choose category Administrative Changes. 
Choose ticket template "[Current Customer] Add or Replace Authorization Contact for Current RMM Customer."
The notification section of this template causes the ticket contact to receive an email with a link to our New Authorization Contact Request form. 
(The account primary contact is cc-ed.)
A note similar to the following will also appear in the ticket activity: 




When the form is completed, the data is automatically sent to the form as a ticket note. 

Office admin receives notification of the note. 

If primary authority is replaced: 

1. If previous primary authority is leaving the company, deactivate contact in AT
2. New primary authority signs T and C
3. Edit Org's Site Summary in ITG to reflect new PoC and remove old one. 
4. If previous user received Monthly reports, remove as a contact.
5. If new authority is to receive monthly reports, add as contact. 
5. Check the QB invoice recipient. Check the QB invoice recipient.  Verify with customer who should be on this. 

The standard procedures apply if a new user is being on-boarded to replace the deactivated user. 

If secondary authority is being replaced: 

1. If previous secondary authority is leaving, deactivate contact in AT
2. Determine what permissions the new secondary authority has. They are listed here.   
3. Edit Org's Site Summary in ITG to reflect new authority's permissions. 
4. If previous user received Monthly reports, remove as a contact.
5. If new authority is to receive monthly reports, add as contact. 
6. Check the QB invoice recipient. If previous secondary authority is listed, ask customer if new authority should replace previous one. 


For each MSA customer, at least one contact must receive reports. 
At least one contact must be listed in Quickbooks as the contact for invoices. 




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