Partner Onboarding
Storyboard Text
- Partner Signs up with Jupiter
- www.jupitertech.com
- Name
- Address
- TSM will start due-diligence
- Qualified Partner Provided with PP Credentials
- Partner Completes & Submits Onboarding forms via PP
- www.myjupiter.com
- MNDA
- Installation Contract
- Supply Agreement
- Sales Serv Agreement
- Credit Application
- Insurance Application
- Request for Resale Cert.
- upon clicking submit button, data is entered into NS and assigned to TSM
- Contract is Generated and Uploaded in PP
- www.myjupiter.com
- Phone
- Submit
- what is done during due-diligence-what are we capturing/documenting?
- Partner Reviews Contract via PP and Signs
- www.myjupiter.com
- Qualification
- Next Step
- Contract
- a link and a temporary password will be provided, partner will be expected set their new password.
- Jupiter Sets-up Partner with eligible catalog Items
- www.myjupiter.com
- upon clicking submit,system will notify someone internally (jupiter) to review submitted docs
- Welcome Partner Email Notification
- Partner Set-up Form
- Submit
- Once docs have been reviewed by our internal team system should trigger contract generation and upload to Partner Portal for signature.
- contract
- Upon e-signing, system should trigger notification to internal employee and update NS status
- Docusign
- after set-up is complete system will trigger a welcome packet email to partner based on configuration
- Partner will login to PP, access the module to complete the set-up for their company, following the instruction manual provided. Also has access to training material
- Welcome Email
- Partner Completes On-boarding Setup via Admin Module
- User On-boarding Manage Catalog . .
- Admin
- www.myjupiter.com
- User On-boarding Manage Catalog . .
- Admin
- Partner can do user setup, manage accounts, view account statements, etc..
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