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 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 direct phone 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.

Shell we clone someone else's settings for this new user?*

If this user has similar position/ permissions/ access as one of your existing users, please note it here, and we'll clone the current access/ permissions / settings of that existing 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 user/ employee that we'll clone

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

Section Break

Ticket/ technical history access level*

1- User can only see their own ticket history
2- User can see all tickets, current and history, of ALL users

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

Can this user request creation and termination of other users?*

Yes
No

Can approve billable SERVICES and support requests?*

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.)

Can approve new HARDWARE / 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.)

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.

Can this user 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.

Is this use 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.

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

Requested Email address*

Enter Email Confirm Email

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

Note- We will create a secured password for this user, and provided it to the user securely. we recommend changing this initial password.

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

Add a new user to your domain

Step 1 of 2

General Information

New Employee Info

Section Break

Email Setup

Computer/ Software/ Network Setup