Contents
Purpose
This document walks PM's through the available tools and forms necessary for proper customer user setup for the following project types:
- New SedonaOffice implementations in a Bold Group hosted environment
- SedonaOffice migrations to Bold Group hosted environment
Tools and Forms
The following tools and forms are available to gather the appropriate data and to prepare customers for login to SedonaOffice in a hosted environment:
-
Kick off call - documents to review with customer, to be returned PRIOR to server setup
- Sedona-X User Listing.xlsx - If Sedona-X purchased
- Kick off recap email templates:
- SedonaOffice Kickoff Recap - Hosted New Implementation
- SedonaOffice Kickoff Recap - Hosted Migration
- If Sedona-X is purchased as part of the Hosted Migration, include SedonaX user List to
-
Post Server setup - provide training material to customer and confirm training completed:
-
Advanced Security eLearning - Overview for customer's admin on using Advanced Security to manage their users whitelisting
-
New Server Access Guide knowledgebase article - provides information on logging into and managing/troubleshooting scenarios in a SedonaOffice hosted environment
-
Sedona Portal Account Reset/Unlock eLearning - walks customer through unlocking their SedonaOffice accounts
-
Email Template: SedonaOffice Hosted Post Server Setup Training
-
Used for both New Implementation and Migration projects
-
-
