Platform setup
Vertex Solutions · Partner plan · managed by Marcus Webb
Readiness
Overall platform setup status
Ready to go live
SLA configured
Service model defined
Integrations connected
Roles assigned
Commercial rules set
Platform readiness
6/9 configured
Tenant profile configured — required for all workflows
Lead capture form configured — required for request intake
Salesforce CRM connected — required for lead sync
User roles assigned — required for access control
Service categories defined — required for request routing
Lead routing automation enabled — required for assignment
Webhook endpoints configured — required for delivery trigger
BRD template uploaded — required for proposal stage
Billing and invoicing configured — required for commercial stage
Core configuration
Required configuration for platform operation
Service model
Stages defined
Request
BRD
Bidding
Delivery
Billing
CSAT
Commercial config
Vendor % set
Pricing rules set
Escalation rules
Default escalation enabled
No escalation rules configured — incidents will not auto-escalate
System inputs
External systems connected to this tenant
Integration setup
Connection status for this tenant
Salesforce CRM
Lead sync and pipeline tracking
HubSpot
OAuth token expiring in 2 days
CRM sync will break if not renewed
Slack
Team alerts and notifications
Microsoft Teams
Team alerts and notifications
Zapier
Workflow automation triggers
Stripe
Payment processing and invoicing
Xero
Accounting sync — not active
Available integrations
Platforms available to connect to this tenant
Custom API available — contact support to add
People
Users and access control
Roles and permissions
Access control summary
Total users
7Roles assigned
5Missing roles
Billing manager
Compliance reviewer
User management
Team members with access to this tenant
| User | Role | Last active | Status |
|---|---|---|---|
SL Sarah Linden s.linden@vertexsol.com | Vendor | Today | Active |
JO James Okoro j.okoro@vertexsol.com | CSM | Today | Active |
PN Priya Nair p.nair@vertexsol.com | SDM | Yesterday | Active |
TH Tom Hurst t.hurst@vertexsol.com | Expert | 3 days ago | Active |
DC Dana Cho d.cho@vertexsol.com | Customer | 1 week ago | Active |
? Pending invite recruit1@vertexsol.com | Vendor | — | Invite sent |
? Pending invite recruit2@vertexsol.com | CSM | — | Invite sent |
Configuration gaps
Missing items that must be resolved before going live
What needs to be configured
Missing items blocking platform readiness — resolve these before going live