Login and Go - Customer Setup Checklist

 

 

Customer Name:

 

Login & Go Start Date:

 

Expected End Date:

 

Purpose of Login & Go (payment schedule, ongoing L & G, trial period, etc)

 

Payment received or arrangement made:

 

Number of authorized users:

 

Date environment set up and tested:

 

Other Applications to be included/activated (FlexAuthoring, Chat, MB, CDI)

 

Run Code:

 

Company ID:

 

Company Password:

 

Manager Windows User Name:

 

Manager Windows password:

 

Portal Customer Login:

 

Portal password:

 

 

 

 

 

Date Mgt Guide Sent

 

Date FA Guide Sent (if applicable)

 

 

 

 

 

Notes:

 

 

 

 

 




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