Onboarding: admin walkthrough and first teams

Hello Tariq, Thanks for your time earlier this week. The branch matching went well, and I've written up the decisions on the duplicate trade account references so they're in one place. Next I'd like to book an admin walkthrough, so that you can run the nightly refresh checks and manage access without us. I'd suggest covering: - how to read the load log and what a failed connector looks like - adding and removing users, ahead of the wider rollout to the two hundred licensed seats - which teams go first and what each one should be asking the brain Could you let me know a day next week that works, and send me the names of the first teams you'd like to include? I'll circulate an agenda once we have a date. Kind regards, Laura Penhaligon Implementation Consultant, BB-Demo

Hi Laura, Thanks for the write-up on the duplicate references, that's useful. For the walkthrough, Thursday morning would suit me. For first teams I'd say credit control and key accounts, as we discussed. I haven't had the final names from the credit control side yet, so I'll send those as soon as I have them. One other thing. One of the connectors didn't load properly overnight at the weekend. I'll check the load log and tell you which connector it was and what it says. I don't want to guess at a cause yet, but it would be good to have it covered in the walkthrough. Cheers, Tariq On 4 Apr 2025, at 13:33, Laura Penhaligon wrote: > Could you let me know a day next week that works, and send me the names of the first teams you'd like to include?

Hi Tariq, Thursday morning is fine for me. I've pencilled in 10:00 and will send the agenda tomorrow. Please send me the load log lines for the connector that failed when you have them, and I'll look at them before we meet. If it turns out to be a mapping or access problem we can sort it in the session, and if it's on our side I'll raise it straight away. The team names can follow once credit control have confirmed. Thanks, Laura