Office Onboarding Process

Description:

This document will help you to understand the entire onboarding process and what steps must be taken to ensure a smooth transition process and error-free onboarding.

Points to Remember:

Do not forget to select the territory when you create a new office.
The email id entered during the office creation process becomes the admin of that office by default, hence make sure the email id is correct and functional
When you add a new territory it is very important to clone data from the solar and roof adders, materials, etc into this new territory.

Detailed Steps:

Step 1: Login to Parent Organization and under the offices, section add a new office

Enter the details of the office and click on Save. The email id entered here becomes the office admin by default.

Also, it is not mandatory to select users for various roles such as Director, VP, etc at this step. It can be done in the next step as well.

Select the territory in which this office shall operate. To add a new Territory Refer to this document, Click Here. When you select the territory then all the data which exists for these territories in the parent organization such as solar/roof adders, batteries, etc shall be replicated to the office organization

Once you click on Save, an email will be sent to the entered email id with the link and credentials to log in to the office.

Step 2: Set Up Office Details

Once you click on save, it will show you a screen where you shall be able to set up office details such as colors, logo, Default tool, proposal settings, bidding settings, etc.

It is not mandatory to set up those details at that time, as major settings shall be replicated from Parent Organization and some settings are set to default. Any time at a later stage you can log in to the office and manage those details.

Step 3: Set Up Users

The final step of the onboarding process is to add users to the platform and assign them desired roles.

Once you create a user from here, an email is sent to the entered email id with the login credentials.

To add a new user, click on the user's settings from the left navigation menu and click on add button.

When you click on add, a form shall open. Enter the details of the user and select the role which you wish to assign to the user and click on save.

Please Note: In case there is a new territory to be added for the newly created office then kindly refer to this document. Click Here