Customer Success Onboarding

Owned by Mike (Bin) Li
Last updated: Jul 15, 2024 by Mike Szczapa
2 min read

This document is designed to be a work in progress. As you are going through your onboarding, please help future employees by updating the document for corrections or items that you have found missing.

 

Security Content Training

Review all modules, with a particular focus on Section 2. Make sure to view the video and read the content of each module.

https://github.com/microsoft/Security-101/blob/main/2.1%20IAM%20key%20concepts.md

 

Software Access Request 

Submit requests here - https://zilla.atlassian.net/servicedesk/customer/portals

For each of the software items listed below, please submit one access request (if you weren’t already set up with access). See the indented bullets for specific application names and permissions to select in the AR.

 

Customer Success Team Tools

  • Zendesk

  • Jira (ZS project)

  • MongoDB (Production and QA)

    • Permissions: devops-prod, devops-nonprod

  • Bitbucket

  • Datadog

  • Okta

    • Okta - production

      • Permissions: zillasupport, Super Administrator, us

    • Okta - production

      • Separate AR to create your own tenant under your own domain

      • Include your domain name in the AR

    • Okta - DEV-499627

      • This is used when signing into your local environment

  • AWS

    • Amazon Web Services - production

      • zs-prod: 087210011007

      • zs-prod-anz: 868976368166

      • zs-prod-eu: 319105906071

      • zs-prod-uk: 381491948953

    • AWS zilla-sftp

      • 806043115854

    • AWS - ZINC

      • Zilla Eng: 508384223771

  • Google Drive (customer data)

    • Google Workspace - Corp

      • Mention customer data directory in AR description

  • Asana

  • Salesforce

  • Zoom

    • Before meeting with customers, be sure to login to the Zoom website using your Google account and check your profile to make sure your license is set to licensed and not basic, otherwise your meetings will have a max time limit of 40 minutes

      • If your license is set to basic then reach out to Jason Goldberg to have him update your Zoom account

Viewing/Editing Documents and CSVs

For viewing documents and CSV files, we use Microsoft Word and Microsoft Excel. For Mac OS, you will need to download the applications from the app store. For Windows machines they should come preinstalled. You should already have access to use these applications from your Microsoft account which is linked to your Zilla email. However in the circumstance they forgot to give your account access, reach out to Jason Goldberg.

 

Onboarding Topics

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