Getting branch teams set up before go-live

Ticketclosed

Strensall Merchants · Getting branch teams set up before go-live

Neil Craven asked for steps to add branch and trade credit teams before go-live, with an in-person session in York. Connor Webb agreed to send Ashok the steps, but the record does not show the names or a session date.

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What this says

As at Fri 9 Oct 2026

Neil Craven asked for steps to add branch and trade credit teams before go-live, with an in-person session in York. Connor Webb agreed to send Ashok the steps, but the record does not show the names or a session date.

Problem: Neil Craven wanted branch and trade credit teams set up before go-live, with trade credit getting access before sales, and an in-person session in York.

Handling: Connor Webb agreed to send Ashok Patel the steps for adding people that day, and to check the diary for a York session once the names arrived.

Watch: The record does not show the names list, the session date or that the steps were sent. The ticket was solved on 24 Jun 2025 and closed on 28 Jun 2025.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

Channelemail

First response (min)593

CSAT4

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created · Neil Craven 29 May 2025 08:17
Morning. Now that the connectors are in, we need to get the branch and trade credit teams set up on the tool before go-live. Ashok has the admin side in hand, but I want to know who should get access and in what order, so the trade credit people aren't waiting on sales. I'd like a short session with the teams before we switch anyone on, and I'd rather it was in person in York than on the phone, if you can manage it. Could you send me the steps for adding people, and tell me what you need from me for the list of names? Cheers, Neil
Public reply · Connor Webb 29 May 2025 18:10
Hi Neil, thanks for the note. Yes, we can set up a session with the branch and trade credit teams before anyone goes live. I'll send Ashok the steps for adding people today. If you can send me the names and which team each person is in, I'll arrange the order so trade credit gets access first. An in-person session in York is fine, and I'll check the diary and come back to you with options. Connor
Status change · Connor Webb 24 Jun 2025 14:01
Status change · 28 Jun 2025 23:59

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