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Contractual Site Admin changes, Client signs contract with MSL and…
Contractual Site Admin changes
Client signs contract with MSL and confirms Contractual Site Admins
Client tells us the existing Contractual Site Admin is leaving
Is there another Contractual Site Admin who can fill in the Site Admin change form? Or is existing Site Admin giving advanced notice of their departure?
Yes
Send Contractual Site Admin change form to existing Contractual Site Admin to complete.
Use "Site admin change" canned response.
Form completed
Delete previous Contractual Site Admin's Admin Website account, remove login from ukmsl.com and remove access to organisation's tickets in Freshdesk.
Does the Contractual Site Admin already have an Admin Website account and login for ukmsl.com and Freshdesk?
No
Set up account for Admin Website -
grant "Site Admin" permissions
and tick "Contractual Site Admin" checkbox. Create login for ukmsl.com -
add the new site admin to the "Site Admin" membership
for their organisation.
In Freshdesk, edit their account and tick the "ticket" icon alongside the company name to give them permissions to view whole organisation's tickets
.Check they have a login for their website with
"Website Admin" permissions
.
Send Admin Website login details to new Contractual Site Admin.
1 more item...
Yes
Amend Admin Website account permissions -
grant "Site Admin" permissions
and tick "Contractual Site Admin" checkbox. Edit memberships linked to their ukmsl.com account -
add the new site admin to the "Site Admin" membership
for their organisation.
In Freshdesk, edit their account and tick the "ticket" icon alongside the company name to give them permissions to view whole organisation's tickets
.Check they have a login for their website with
"Website Admin" permissions
.
No
Send CEO or other senior member of staff Contractual Site Admin change form to complete.
Use "Site admin change" canned response.
Bounceback received from Contractual Site Admin confirming they have left the organisation
Delete Contractual Site Admin's Admin Website account, remove login from ukmsl.com and remove access to organisation's tickets in Freshdesk
Client tells us the existing Contractual Site Admin has left
Delete Contractual Site Admin's Admin Website account, remove login from ukmsl.com and remove access to organisation's tickets in Freshdesk