Hi Veronica Blanco,

We will be needing approval from Dave or Jen L for this. Please take approval and assign back to us.

Hi Jen,

Can you please approve to add all modules to the CB team's access for Implementation and Account Management and Support?

Thanks,
Veronica

Veronica could you please define which modules you need?

Hi Jen,

SPG (CB's group) will be using the onboard module. Dev had to turn it on on the back end for me to access. Since all modules are sold for CB clients I thought it'd be easiest to provide them with the access now since we have a few coming on and are about to train and test for SPG.

Thanks,
Veronica

Hi Jennifer Leugers,
Could you please let us know the next action on this, if any?

---------------------------------
CC: Vijay Siddha, Satya

Hi Veronica Blanco,
Do you have any update on this? do let us know if any help required with regards to this ticket? Or if it is ok to close this ticket?. Thanks.

--------------------------------------------------------
CC: Vijay Siddha, Satya, Jennifer Leugers

Hi Jackie Sivigny and Robyn Adkison,

This is regarding the partner logins not automatically having access to the Onboard module in Production. I'm sure we can remove the CB team and instead add Ryan, Gary and Mandy.

Mandar Kulkarni, either Jackie or Robyn can provide further direction.

Thank you,

Veronica Blanco

Hi Veronica Blanco,
I appreciate your help.
I look forward to a response from Jackie Sivigny and Robyn Adkison on this. Thanks.

--------------------------------------------------------------
CC: Vijay Siddha, Satya, Jaideep Vinchurkar

approved

Hello Mandar Kulkarni,

Jackie Sivigny has provided approval. Please add all module access to the following employees. The list has been updated since the original request was submitted.

Robyn Adkison
Amannda Johnson
Chitra Rao
Monika Demla
Ryan Sapp
Gary Cunningham
Amanda (Mandy) Hagan

Thank you,

Veronica Blanco

Hi Rakesh Roy,
Could you please provide the requested access? Thanks.

---------------------------------------------------------------
CC: Vijay Siddha, Satya, Jaideep Vinchurkar

Jaideep Vinchurkar As discussed, please take this task forward.

Please take it ahead

Please look into this

Hi Veronica Blanco,

I have checked all users mentioned by you. All of them have different access rights policies.
To have access to all modules, right now we have one access rights policy 'WORKTERRA All modules policy' This policy is having view and edit rights to all menus across the modules. If we assign his policy to all users mentioned by you, they will have access to all module and all menus. Please refer attached WT-8620 Partners.xlsx . This excel sheet is having two sheets. First sheet is having information of access rights policy to all users and second sheet is showing comparison of all these policies.
Please take a look and let us know if we can go ahead and assign same access rights policy to all users?

Yes please move forward with this update. thanks!

I have updated access rights policy of

1. Robyn Adkison
2. Amannda Johnson
3. Chitra Rao
4. Monika Demla
5. Ryan Sapp
6. Gary Cunningham
7. Amanda (Mandy) Hagan

on Production. On stage we do not have such access rights policy. We will create such policy and assign it to these users tomorrow.

Please create a workterra all modules policy on stage and assign it to all these partner users.

Hi Veronica Blanco,

I have created 'Workterra ALL Module policy' and have updated the policy for Partners Listed below on Stage.

• Robyn Adkison
• Amannda Johnson
• Chitra Rao
• Monika Demla
• Ryan Sapp
• Gary Cunningham
• Amanda (Mandy) Hagan

Request you to please check and confirm and let us know for any issues.
Thank you,
-------------------------------------------------------------------------------------------------------
CC: Mandar Kulkarni, Vijay Siddha, Jaideep Vinchurkar, Jennifer Leugers, Satya