Gallop Technology Group Add a new user to your domain

General Information

Company name*

Your Name (Manager Requesting Account)*

Your Email (Manager Requesting Account)*

New Employee Info

New employee name*

First Last

New employee starting date*

New employee position/ title*

New employee’s supervisor email address

New user's personal/ existing Email

In order for us to send the new user instructions on how to set up their phone/ tablet/ remote access, we need an Email address that the user already has access to

New employee cellphone number*

We will use this number to set up 2FA / password authentication code, and if this person calls us for support from this number, it will be on our file to authenticate against.

New employee direct number with extension

Should we clone an EXISTING ACTIVE account's settings for this new user?*

If this user has similar position/ permissions/ access as one of your EXISTING ACTIVE users, please note it here, and we'll clone the current access/ permissions / settings of that existing active user, over to this new user.

Yes- This new user should have similar access/ permissions like another user
No- Don't clone any existing user's permissions/ settings

Name of EXISTING ACTIVE user/ employee that we'll clone (DO NOT use an employee you offboarded and be sure to check and update your User Security Level Spreadsheet)*

Type the name of the EXISTING ACTIVE user/ employee in your organization, that you'd like us to clone his/ her settings and current permissions, over this new employee

Ticket/ technical history access level*

0 - Does not need ticket access, tickets should be deferred to TPOC
1- User can only see their own ticket history
2- User can see all tickets from all users, current and past.

Note- level 2 can see ALL tickets, including owners tickets, C level user tickets, etc. - choose carefully a level 2 users

What is the password permission level of this new user?*

0- User can only request to change their OWN password
1- User can request to change their own password, and everyone else's password, besides PASSWORD ADMINISTRATOR' passwords.
2- User is PASSWORD ADMINISTRATOR - can request password reset for ANY user, ANY service, ANY portal, ANY account.

Is this user a FULL ADMIN user?*

Yes
No

"Full admin" is someone who has full access to make any contractual changes for your account, sign legal documents on behalf of your organization, change any password, terminate any user, approve any expense, Add/ remove services and features, and act is the ultimate decision maker for your company. This admin does not get copies of invoices or billing emails, unless they hold "billing permission 1 or 2" as well.

Is this user allowed to request User Creation and Termination?*

Yes
No

Is this user allowed to approve Billable Service Requests, After-hours Support, or Emergency Services?*

Yes
No

Note that if you choose YES, your company will be liable for any expenses approved by this user. Can this user approve billable service, after-hours support/ emergency billable services, without having to get approval from anyone? (This user can NOT sign contracts/ change monthly services.)

Is this user allowed to approve new Hardware and Software purchases?*

Yes
No

Note that if you choose YES, your company will be liable for any expenses approved by this user. Can this user approve purchases of hardware or software, without having to get approval from anyone? (This user can NOT sign contracts/ change monthly services.)

Is this user allowed to sign legal documents on behalf of your company?*

Yes
No

Note that if you choose YES, your company will be liable for any expenses approved by this user.

Disclaimer

By default, this user is not a Technical POC, Primary Billing Admin and doesn't have Billing Portal Permissions. If you need to make changes, please contact your Primary POC and have them update the above permissions on your company's User Security Level List.

Email Setup

Do you need us to set up an new Email account for this new employee?*

Note- Based on your monthly plan- additional charges may apply.

Yes
No

For Microsoft 365 users- Please choose what license purchase you would like to use

Purchase a Month-to-Month license for this user
Purchase an ANNUAL license and bill me for the year upfront (Microsoft offers a discount for this pre-payment)

Requested Email address*

Enter Email Confirm Email

Type twice please, to make sure no mistakes...

Upload a profile picture to be used on the mailbox

Max. file size: 20 MB.

Will this user belong to any distribution lists or groups?*

Yes
No
Use the "cloned user" settings

like "info@yourcompany.com" or "scottsdale@yourcompany.com"...

List all distribution lists that you want us to add this user to:

Does this user have a personal cell phone, tablet, or personal computer that needs to be connected to company email?*

Yes
No

Should we reach out to this new user to help them set up their cell phone with company Email/ cloud access?*

The new user will contact Gallop Technology Group on their own, to request assistance if needed
Reach out to the new user at a specific date listed below, to set up their cell phone Email access

Will this user need additional permissions over another mailbox? (emails/calendar)*

Yes
No

Email address we’re setting these permissions on (emails/calendar)*

Enter Email Confirm Email

Type twice please, to make sure no mistakes...

Type of mailbox permissions (can be single or multiple)*

Full Access – Ability to see the target mailbox emails, this includes the calendar as well.
Send on behalf – Ability to send emails on BEHALF of the user (for example, if the user will be sending an email it will show up at the recipient’s side as: “Peter Parker on behalf of Mary Anne”)
Send As – Ability to send emails as if the user sent them directly from that mailbox.
NONE – No ability to read/send emails of the targeted mailbox.

Calendar permissions*

Free/Busy Time - Allow the user to view when you are busy or free, but not the information of any of the events on your calendar
Reviewer - Allow the user to view all of the information on your calendar, but they cannot create or edit events.
Author - Allow the user to view all calendar information and can create new events, but they cannot edit or delete events they did not create.
Editor - Allow the user to view all calendar information, create new events, and edit and delete existing events.
NONE – No calendar permissions at all

Add more (2nd)*

Yes
No

Email address we’re setting these permissions on (emails/calendar)*

Enter Email Confirm Email

Type twice please, to make sure no mistakes...

Type of mailbox permissions (can be single or multiple)*

Full Access – Ability to see the target mailbox emails, this includes the calendar as well.
Send on behalf – Ability to send emails on BEHALF of the user (for example, if the user will be sending an email it will show up at the recipient’s side as: “Peter Parker on behalf of Mary Anne”)
Send As – Ability to send emails as if the user sent them directly from that mailbox.
NONE – No ability to read/send emails of the targeted mailbox.

Calendar permissions*

Free/Busy Time - Allow the user to view when you are busy or free, but not the information of any of the events on your calendar
Reviewer - Allow the user to view all of the information on your calendar, but they cannot create or edit events.
Author - Allow the user to view all calendar information and can create new events, but they cannot edit or delete events they did not create.
Editor - Allow the user to view all calendar information, create new events, and edit and delete existing events.
NONE – No calendar permissions at all

Add more (3rd)*

Yes
No

Email address we’re setting these permissions on (emails/calendar)*

Enter Email Confirm Email

Type twice please, to make sure no mistakes...

Type of mailbox permissions (can be single or multiple)*

Full Access – Ability to see the target mailbox emails, this includes the calendar as well.
Send on behalf – Ability to send emails on BEHALF of the user (for example, if the user will be sending an email it will show up at the recipient’s side as: “Peter Parker on behalf of Mary Anne”)
Send As – Ability to send emails as if the user sent them directly from that mailbox.
NONE – No ability to read/send emails of the targeted mailbox.

Calendar permissions*

Free/Busy Time - Allow the user to view when you are busy or free, but not the information of any of the events on your calendar
Reviewer - Allow the user to view all of the information on your calendar, but they cannot create or edit events.
Author - Allow the user to view all calendar information and can create new events, but they cannot edit or delete events they did not create.
Editor - Allow the user to view all calendar information, create new events, and edit and delete existing events.
NONE – No calendar permissions at all

Add a new user to your company

Step 1 of 2

General Information

New Employee Info

Disclaimer

Email Setup

Computer/ Software/ Network Setup

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