Setup
This exact naming pattern—no special characters allowed—is required when you create a new Customer Group in Outlook.
What is CUST (Full Customer Name) (State)?
Name two of the specific fields you’re expected to confirm or add when posting the SharePoint URL to the Implementation Board.
What are any two of the following: Customer Access #, PM Shadow, 1st Day of School, Consultant, Go Live Trainer, Student Count?
If either internal staff or customers cannot see any folders in a Customer Group, PMs should verify that this specific role has not been removed from Manage Access.
What are Members
In Microsoft Teams, this is the creation path you use to link a newly created Outlook group to a Team.
What is Create Team → More create team options → From Group?
To brand the Customer Group site, you open this SharePoint panel to set the site logo which should be the school/district you're working with.
What is Change the look → Header → Site logo?
These specific documents are introductory to a new customer providing detailed information on different phases of the implementation such as migrations.
What are the Welcome Letters?
Who are Project Management and Customer Success Admin staff.
To push the standardized homepage into a new Customer Group, you run this flow and briefly switch the page’s Content Type to this and back again.
What are Customer Groups – Copy Homepage and Wiki Page (then back to Site Page)?
Almost all of the documents that are originally stored in the Business/Student - Internal > Scope Documentation folder should be move to this folder after they are updated so the district can view.
What is the Customer > Scope Documentation folder?
After creating the Team, you add these two internal channels (as applicable) and rename General to this single word.
What are Business – Internal, Student – Internal, and Customer?
After stopping permission inheritance at the document library, you downgrade Members to this permission, grant several corporate groups Edit, and ensure the Customer folder gives this access to customer Members while Business/Student – Internal give none
What are Read (for Members), Can View (on the Customer folder), and No Direct Access (on the Internal folders)?
This document was introduced recently to use for all implementation to help track and identify potential pitfalls during the implementation that can arise to complement the scope document.
What is the risk register?
Even if SharePoint warns the URL is “invalid,” you still attach the Customer Group document library URL to the RMS PO so this larger department can access the folder without being added to the group.
Who is Customer Success
Within Customer Assignments, customers can edit this folder, but Completed and Unscheduled Assignments must be restricted with this specific download setting.
What are Can Edit (on Customer Assignments) and Can’t Download (on Completed and Unscheduled)?
If a customer signs the NDA late, you must re‑add them to this specific folder—making sure to uncheck the Notification box when granting access.
What is the Recordings folder?