Your free set-up: step 3
Test logins for your Outcomer set-up
Outcomer needs a test login for each system that isn’t standard (bespoke, in-house or heavily configured) to map your procedures onto it. There is no set-up on those systems without one. The 10 business days count from when we receive the logins.
An email to send to your IT team
Fill in your systems where it says [System 1] and [System 2], then send it.
Subject: Test logins for our Outcomer set-up
Hi,
We are setting up Outcomer, which gives our staff instant support on their own screen when they aren’t sure how to do a task in our systems. To map our procedures onto our systems, Outcomer needs one test login for each of these:
[System 1]
[System 2]
Please set up each login:
- on a test or training copy of the system, with test data only
- with read access, plus the ordinary actions a member of staff would take
- with nothing that reaches client or customer data
Outcomer’s security details are here: https://outcomer.ai/us/security#details
For each login, please send back: the system name, the test or training copy URL, the username, the role or permissions, who to contact, and the date provided. Please send passwords separately.
The set-up starts when the logins arrive, so the sooner the better.
Thank you
One request, in the format IT expects
One row for each system.
| System name | Test or training copy URL | Username | Role or permissions | Who to contact | Date provided |
|---|---|---|---|---|---|
| [System 1] | |||||
| [System 2] | |||||
Many cloud systems let your department’s own system administrator create a test user, without raising an IT ticket.