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Sandata templates for the sign up form. Removed a few test scripts I don't need anymore. Created an Acatble dir.

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Norm Rasmussen
2024-04-12 22:59:45 -04:00
parent 958f1ec991
commit 82fd5a2db8
25 changed files with 805 additions and 61 deletions
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15
CustomerNotes/Chubb/Chubb.md
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@ -30,7 +30,7 @@ Catalog page:
Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290`
TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible?
Learning path strings together )completion page button)
Learning path strings together (completion page button)
custom learning path button end of course screen
## 02/15/2024
@ -116,3 +116,16 @@ Steve question about SSO:
## 4/4/2024
SSO - Not live yet, but working! Tuesday 4/9 ideal go-live date. End of Day, close of business around 5pm-ish EST.
## 4/11/2024
New SSO go live date - Friday morning 4/12. Around 5am
Small update on their end.
Steve to update Auth settings and Norm/Charlie to update super admin `openid_azure` shared accounts type
Upper limit of all Agents provisioned under SSO is ~35k. "All Agent Comms" is around that number.
FYI and any collateral for Steve:
* Chubb's North America CMO wants to leverage CE data for leads
* Meeting with Kim & Steve's manager for that convo
* Meeting is on Monday with CMO.
* Steve is trying to steer the direction of not putting marketing assets into CE
* Educational value add only. Agents will be able to tell what is authentic ed materials and what's marketing.

4
CustomerNotes/Papa/Papa.md
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@ -298,3 +298,7 @@ Plan on expanding use to more Pals - this is a testing phase.
He and Seth are really liking Northpass and think it is working great for them.
TODO: get additional time-based analytics for them as well as ask for a db extract of delivery log for comms.
## 04-11-2024
Meeting with Chapin and Ely
New training