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4. Fill in the details provided for the customer:
| Info |
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Ensure that:
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5. Add a contact for the customer:
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6. Add API details if they are going to be an API integration:
| Info |
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Assign credentials of your choice to the customer. Example settings to use are below on the following password generator: https://passwordsgenerator.net/
Web user ID can be set to the Customer's name. |
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7. On the Services tab, click on 'Add Service' and select all available services:
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8. If they are going to be using Manual Booking (Booking Wizard) and Upload via CSV file (Bulk Mailing) they will need access to the UI. Under the users tab, create a user for the customer:
| Info |
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I would recommend adding users after the required email has been sent to the customer informing them of their Sandbox onboarding. This is to ensure there is no confusion for the customer - as creating a user will automatically send an email to them asking for them to set a password. |
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9. For Sandbox, the Royal Mail Account tab will be left blank.
10. Send an email to the customer informing them of their Sandbox onboarding, CC in Weronika and Steve Sneath, templates can be found below:
FW Sandbox on-boarding API only or unknown ..msg
Sandbox Onboarding (we know they CSV).msg
Sandbox on-boarding .msg (Original Template).msg
Test Pack - template email send out to customer (This email to be send from Sandbox).msg
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