Kickoff follow-up and access checklist
Email thread Eccup Software · cs
Onboarding thread: Callie Brennan sets out connector order, read-only credentials and admin handover. Oliver Rushworth replies that Dale Pickles will create the CRM and helpdesk service accounts. The call recorder waits on a licence-ownership check.
What was said
What this says
As at Fri 9 Oct 2026Onboarding thread: Callie Brennan sets out connector order, read-only credentials and admin handover. Oliver Rushworth replies that Dale Pickles will create the CRM and helpdesk service accounts. The call recorder waits on a licence-ownership check.
Ask: BG-Demo needs read-only credentials in writing for each system, plus confirmation of which service accounts IT will create. Callie will not start a connector without them.
Customer view: Oliver is cooperative and names Dale as the owner of the service accounts. The call recorder needs longer because the customer must check who owns that licence.
Next: Dale sends credentials by email, Oliver sends the ticket field list, and Callie checks it against the mapping before the first refresh. Holly Garside was copied but did not reply.
The thread
Updated 9 Oct 26Messages
Callie Brennan 15 May 2024 11:24Hi all, Thanks for your time on the kickoff call. Here's where we landed, so we all work from the same list. - Connectors: the CRM and the helpdesk first, then the call recorder once the first two have loaded cleanly. - Access: what I need from your side is read-only credentials for each system, sent in writing. I won't start a connector without them. - Admin: Oliver will be the day-to-day admin and I'll hand over a setup note at the end so he can run things alone. - Security: Dale, could you confirm which service accounts you're happy to create? That's the one thing holding up the first refresh. Marcus is copied. He'll be your customer success manager once implementation wraps up. Thanks, Callie
Oliver Rushworth 16 May 2024 08:58Hi Callie, Thanks for this. Dale has agreed to create the service accounts for the CRM and helpdesk. He's hoping to get them done by the end of the week, and he'll send the credentials directly to you rather than by chat. The call recorder will need a bit longer as we have to check who owns that licence. I'll draft the list of fields we care about most for reading tickets per provider and send it over. Oliver- Callie Brennan 16 May 2024 09:28Hi all, That's helpful, thanks Oliver. Credentials by email to me are fine, Dale, as long as they're read-only and the note says which system each one is for. Oliver, send the field list whenever it's ready. I'll check it against the mapping before we switch on the refresh, so it maps cleanly rather than us finding gaps afterwards. The call recorder can follow later without holding anything else up. Thanks, Callie