SES Setup Tasks


Complete?        
Task
Navigation
Knowledge Base Article
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Define Pre-Sales Support


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Define Post-Sales Support


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Assign SES Roles & Responsibilities


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Set up Users (Reseller's team)
Settings > Users


How to Creating and Manage Custom Fields
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Define Price Books
Product > Price Books
How to Create and Manage Price Books for Cloud Providers
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Define Customer Fields (optional)
Settings > Customer Fields
How to Creating and Manage Custom Fields
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Support Plans (Including custom support plans)
Settings > Billing > Charges and Discounts

Charges and Discounts: How to Assign Support Plan Charges to Cloud Accounts

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Email Templates (workflows)
Settings > Email Templates
How to Customize Email Templates
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Global Settings
Settings > see columns on the left and review all options
How to Setup Default Features
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Customer Portal (Marketplace portal for end customer)
Settings > expand Customer Portal folder on the left side and review all options
How to Configure the Customer Widget
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Invoice/Billing Statement notes and options
Settings > Invoice Options

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Terms (Platform and Cloud programs/EULA)
Settings > Terms


How to Define and Manage Click-Through Terms
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White Label Cloud Marketplace/Storefront
Settings > expand Customer Portal folder on the left side Catalog look & feel





 

 

On-going Management Tasks



Complete?
Task
Comments
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Managed Support Queue/Approve Requests in platform

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Manage Support Desk Inquiries
If Applicable
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Set Conditions - New Customer

____ Price Book

____ Support Plan (located under "Charges and Discount"

____ Create Users and change status to [Active]

____ Set Password / Send Activation Email
Select Customer to set conditions


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Generate Monthly Customer Billing Statements (Invoices)
Billing Reports