Handover session and admin walkthrough

Hi Nikhil, Good news to start with: the first refresh landed cleanly and the mapping for sites and contracts maps cleanly too. It is also nice to see more of your teams logging in this month. The next step is the admin handover, so you can run things alone. Here is what I would like to cover in the session: - how to read the refresh status and what to check if a load finishes late; - how to add a user and a source, and which role should own each; - where the setup note lives, so anyone on your side can follow what was connected and when; - the plan for bringing the remaining sources in, one at a time. As we have 180 licensed users in the contract, I would also like to agree how the rest of the key-account, collections and complaints teams come on, so the rollout is steady rather than all at once. Would later this week suit? Not Friday, I remember. Thanks, Callie

Callie, Good. Thursday afternoon works for the walkthrough. I'd like the role and grants part documented in the setup note, with the role names, so it can go in our audit folder as is. Please send the note before the session so I can read it first. On rollout: agreed, steady. Key-account first, then collections, then complaints. I'll tell the team leads. Nikhil