New User Creation Procedure

Microsoft 365

https://office.com

Add Microsoft 365 Business Basic license to existing subscription

• Add user
• Assign license to user
• Add user to appropriate groups. Agents get only npsemployee group.

Five9

https://login.five9.com

• Sign in > Administrator > save and open the Java app
• Open Users
• Select and right-click template user (e.g. template@agent.com) > Create duplicate of …
  • First Name
  • Last Name
  • Full Name
  • Extension: determine used 3xx
  • Email Address:
  • User Name: email address
  • Password
  • Check User is active
  • Uncheck User must change password at next login
• Save

IBEX/BundleDealer

https://bundledealer.com/

• Sign in > Users > Add User
• Enter
  • Email (Username)
  • First Name
  • Last Name
  • Role: User
  • Program (Lead Source): Leave as NATPROGRAMMINGSERVICES
  • Campaign: Whole Home Connect
• Invite User > Email will be sent to the user

FastGem

https://nps.fastgem.net/a

• Login
• Form Management > (top menu) Users > Manage
• New
  • Name: full name
  • Login name: username
  • Password:
  • Confirm Password:
  • Email
• Go to Assigned User Groups
• For Agents
  • Public
  • – Internal User
  • – Allow Auth.net Charging
  • – Can Process
  • – FastGem
    • Create Rep Record As Well? … Yes
• Save & Close
• Create User > Email will be sent to the user

MetroNet

User needs individual URL (Once we have it, we send it via email)

Paylocity

Tiffany

Axiom

Tiffany for now

New User Form

Copy the MASTER form and add this information to a new user form at “S:\Shared Folders\IT\New User Forms\_New User Info – MASTER” – Send email to Tiffany with the path to the form so she can complete it.