After creating a new group, it must be linked to the SSO process to enable partner access. Krista and Alfred are the only two members of the support team authorized to perform this function.
Support agents must request the connection:
Support Team will open a Group Slack chat with both Alfred Wang & Krista Staples.
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You will be provide the following details:
Freshdesk/Zendesk Ticket ID
TD Synnex Site ID: 142792
New Group Name & Group ID
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Program Name that the group should be attached to.
Alexa Greenwald @ TD Synnex has been asked to fill out a Google Doc with the Group and Program info. The team will share this doc as well.
See example Support Ticket: https://structuredweb.freshdesk.com/a/tickets/125272
Support Team will wait for confirmation that the group has been successfully connected to SSO before assigning partners.
Alfred/Krista to leave an INTERNAL NOTE in the Support Ticket listing which Groups have been linked to which Programs.
Note: Without this step, partners will not have access to the program even if they are added to the group via import. Always confirm SSO linkage before proceeding with account imports.
Alfred & Krista are the only two members of the support team authorized to perform this function.
Step 1: Configuration location in Customer Service:
Vendor Config Page
Step 2: Add the following JSON to the array.
Update with the new Group Name, Group ID and Program ID!
{
"friendlyname": "Barco Med Group",
"groupID": 432203,
"programID": 19235,
"matchType": "customid"
}
Step 3: Append the Program ID into the “SSO Bundles to Ignore” list within Vendor Config.
In this example, add 19235 to that list.
Step 4: In the same group Slack chat, let the Support agent know when this is completed.
Step 5: Add Internal Notes in the support ticket that this has been completed.