New User Form

This is the new user form for legacy clients of True North Networks and Wealth Management clients who enrolled in services after the creation of Visory, Inc. Legacy clients of Rightsize Solutions should use the 'Legacy RSS' form, linked in the Navigation Bar, above.

The form attempts to collect the information we need before we can start processing a new user request for any client we manage. Some of these questions may not apply to your environment. Don't panic! We will review your answers with you when we call to confirm your form submission.

Your Information

Tell us who you are, and how we can reach you so that we can verify your request.

Full Name

E-mail Address

Your Phone Number

Your Company Name

Would you like to speak with us about creating or revising a standard process for setting up new users at your company?

Yes

A Standard Process Already Exists

Not At This Time

User Information

Tell us about the new user.

First Name

Last Name

Please note that while we make every effort to provision user accounts in a timely manner, we do ask for two weeks of lead time for all user creation requests. It may not be possible to fulfill requests submitted with short notice by the requested date and time.

By what date do we need to have this user's workstation and all of their accounts ready?

On what date will this user start with your organization? (must be a later date than the previous field)

Would you like for us to give the new user a courtesy call on their first day to help them access their accounts and reset their passwords?

First Day Courtesy Call

Time

Timezone

How should we configure permissions for this user's role?

Who should we model this user's permissions after?

What will be this user's primary work location?

Will this user work remotely?

New User's Job Title

Office Phone

Mobile Phone

Please note: In order for us to have Multifactor Authentication setup and functioning before the user's start date, we MUST have a mobile phone number for the user ahead of time.

Tell us anything else you want us to know about this user's vital information.

Email Information

We have some questions about how we should set up this user's mailbox.

What e-mail address(es) should be attached to this user's account? The first address listed will be used as the primary e-mail address.

What mail/distribution groups should this user belong to?

What shared mailboxes should this user have access to? Please specify whether this user should have the ability to send mail as these shared mailboxes.

What users should have access to this user's mailbox? Please specify whether they should have the ability to send mail as this user, or on this user's behalf.

Should we use the same set of licenses for this user as all or most other users in your organization?

Should this user's mail be backed up in Dropsuite? ($3/user/mo)

Device & Software Information

Tell us how to configure this user's workstation or laptop

Will this user be receiving a new out-of-the-box device?

What should be the name of the user's device?

Will this user be working from a laptop or workstation? Will we need to set up multiple devices? Please let us know how to identify the devices if possible.

With which printers will this user's device(s) need to be configured to print?

Will the data on this user's device(s) need to be individually backed up?

This is not usually necessary for customers using file servers or cloud file storage services like OneDrive. Enrolling a user's device in backups may involve an additional monthly fee. We will confirm this with you verbally before enrollment.

Should we install VPN Software and set up VPN accounts to facilitate this user's ability to work remotely?

Should we ensure that Microsoft Office, Word, and Excel are installed on this user's devices?

What other line of business applications need to be installed on this user's device(s)?

Tell us anything else you want us to know about how we should set up this user's device(s).

Final Comments

If there's anything else at all that we need to know, this is where to put it.

Please use this space to note any further requirements, requests, or comments pertaining to the creation of this new user, or your experience using this form.