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Home
About
Solutions
Communications
Backup and Recovery
Cybersecurity
Planning
Print
Purchasing
Remote
Contact
Gravity Forms Onboarding
User Information
Name
(Required)
First
Last
Job Title
(Required)
Example: Engineer/Field Team/Whatever title you want to appear on anything IT related.
Cell Number
(Required)
Example: +19162582848 (We use this to send initial credentials)
Department
Include if you have departments
Clone another users role/access/configuration?
Yes
No
Which user should we clone and let us know what if anything needs to be different from cloned user?
User Type *
(Required)
Field/Basic/Tech User (will get email only that is accessible via Web/Phone)
Full User (Laptop/Desktop with email + Office Desktop Applications (Outlook, Word, Excel, etc.)
Enterprise/Financial Services (Above plus unlimited space and compliance)
I'm not sure (we will contact you to get more details)
*Select the user type
Complete before (when needed)
(Required)
MM slash DD slash YYYY
Notes/Comments
Email Information
Email Address Format
Use your default email naming pattern
Custom (enter exactly as needed)
Custom Email Format
Does this user need access to other email accounts (shared/delegated)?
Replicate "cloned" user identified at top
Other
No
Other User
Devices/Services to configure/purchase for All Users
Org Cell Phone
Org Tablet/iPad/Etc
Org Deskphone or extension
Org Building/Suite/Office Door/Security Access
Other/Accessories
Select the devices that will need to be configured and/or purchased for this basic user
Organization provided Cell Phone
What cell phone should be provisioned?
Re-use existing (enter serial number below)
Purchase and provision new (identify make/model preferred or indicate default if same as previous)
Other
Other
Indicate serial or new device needed
Organization provided tablet
What tablet should be provisioned?
Re-use existing (enter serial number below)
Purchase and provision new (identify make/model preferred or indicate default if same as previous)
Other
Other
Indicate serial or new device needed
Software
Replicate "cloned" user identified at top
Replicate but with different user identified below
Same as typical for department/role
Other
Software required
Other
User
(Required)
If you selected first option, please state a user
Notes
Organization provided desk phone or extension
Does this user need a company phone extension?
Forward all calls to users personal cell phone only, this user will be added to company as forward to cell only, use next open extension #
Full extension but will use softphone on mobile/pc only
Full extension and physical deskphone that is in office
Full deskphone BUT at home office
Headset
Yes, small in-ear type
Yes, larger over ear type with attachment that goes over head
Other
Other
Does user need to be included in specific phone ring groups or call queues?
Yes, this user role is that of a receptionist
Yes, copy role of cloned user at top of form
Yes, copy this users configuration
No
User Configuration to be Copied
Does this user need a dedicated number?
Yes, please assign number with default office area code
Yes, please setup number for this area code
No
Area Code
Notes
Building/Security Access
Access type
Key Card
Key Fob
Phone
New/Existing Card/Fob
New
Existing (provide card/fob #)
Card/Fob #
Devices/Services to configure/purchase for Full+ Users
Select the devices that will need to be configured and/or purchased for this Full+ user
Org Laptop/Desktop
Org Printer
Computer information
Which PC to configure or do we need new? *
Example: We need to order new one, former Alex's PC, etc.
Software required
Replicate "cloned" user identified at top
Replicate but with different user identified below
Same as typical for department/role
Other
User
(Required)
Others
Notes
Printers
Does user require anything special for printing?
Replicate "cloned" user identified at top
Replicate different user, noted below
Requires dedicated printer (if one is not existing, one will then be purchased)
Printers are only configured for full users, not field/tech/basic
User
(Required)
Microsoft Teams (including shared files and the like)
Which MS Teams user should have access to?
Replicate "cloned" user identified at top
Replicate but with difference user identified below
Manually advise below
Different User
(Required)
If manual, list the "teams" that this user should have access to
Who is Making This Request
Name
(Required)
First
Last
Email
(Required)
Special Requests etc.
