Internal Client Services Onboarding Form

This form is to be completed as part of the standard onboarding process for new members of the Client Services team.  Please check all options that are applicable to this individual.  The completed form will be sent to Integrated ICT at servicedesk@integratedict.com.au to provide a checklist for setting up their accounts and devices.

All checked options as well as the standard client services requirements are to be fulfilled by Integrated ICT and made available to the new staff member.


Equipment Checklist

Phone



Laptop Requirements


Applications













Email Distribution Groups

AD
















O365



Shared Inbox Access





Client Services Specific Requirements

These are the standard User Based Application requirements for members of the Client Services Team.

Applications

  • Adobe Professional (Markups)
  • Social Media Logins (Facebook, Instagram & LinkedIn)
  • HubSpot Sales
  • HubSpot Marketing
  • Mavenlink

Drive Permissions

  • Datafiles
  • Archive Store
  • Image Gallery