Difference between revisions of "Preparing a System for a New Customer"
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(Created page with "== Archive the old account == The first thing when preparing a system for a new customer is to properly archive the old account. Proper backup and disabling the account ensur...") |
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# Navigate to the [[Account]] on the [[Care Portal]] | # Navigate to the [[Account]] on the [[Care Portal]] | ||
# Select the Details tab | # Select the Details tab | ||
# Verify the last successful backup date is acceptable | # Verify the last successful backup date is acceptable | ||
Latest revision as of 21:07, 8 September 2017
Archive the old account
The first thing when preparing a system for a new customer is to properly archive the old account. Proper backup and disabling the account ensures it's archived properly.
- Navigate to the Account on the Care Portal
- Select the Details tab
- Verify the last successful backup date is acceptable