CPM Staff Tutorials

Technology Customer Onboarding

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This article describes how to do the customer onboarding for the technology department.

Customer Onboarding Video

Necessary Files:

1. Find a Customer to Onboard
  • Go to the Customer Support Staus Board
  • Choose a Customer that has purchased from a district or school Or a Comp
2. Get the contact info from CIM or ELS
  • ELS
    • Go to the CPM Records --> districts
    • Search by customer ID.
    • Scroll to find the administrator and contact info.
  • CIM
    • Go to: shop.cpm.org
    • Sign in with Google
    • Go to Accounts
    • Search for the customer ID
    • Click: Details
    • From the Dashboard, Find the contact person.
3. Create a Customer Folder and Share with Customer w/o Notifying
  • Copy the Customer name with ID from the Smartsheet
  • Go to: CPM Customers folder
  • Create a new folder with Customer ID and name.
  • Get the email for the contact.  Share the folder unchecking 'notify people'.
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For Technical Assistants

Accessibility (WCAG 2.0) 4
Assessments 6
Company Organization 5
Desmos 6
eBook Editors - CDP 6
eBook Editors C3PO 27
eBook Editors 7
PHP MyAdmin 4
Using Apps 3
ELS Admins 7
Freshdesk 2
Google Admin 4
Homework Help Editors 9
Pilot Setup 4
Screensteps Admins 6
Using a Mac Laptop/iPad 7
eWorkspace 1
WordPress 3
Videos 7

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