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This guide will walk you through how to offboard each component of the reputation management product. Since they can all be sold separately, some steps may be repeated but following all steps will ensure you are completing the offboard without missing anything.

Review Requests

  1. Locate the card in the offboarding column of the Reputation Management Trello Board

  2. Log into the LV Reputation Management Tool for the correct brand

    1. DS - ds.customerconnections.io/Home/Dashboard

    2. ARI - https://ari.customerconnections.io/Home/Dashboard

  3. Click the gear icon in the top right, then click “Account Management.”

  4. Use the search bar to locate the correct account/location(s)

  5. Click the “Select this Dealer” button on the right-hand side of the account row

  6. Mid-way down the page you land on, you will see two toggles labeled:

    1. “Reputation Management”

    2. “Review Widget on Site”

  7. Make sure both are toggled off

  8. Click the green “Save” button

  9. Next, you will need to click “Users” on the left-hand rail

  10. Delete all users listed by clicking the red “x” on the far right side of the user rows

  11. Check to make sure there are no other components included. If there are, move on to offboarding those components.

  12. If there are no other components, navigate to the Reputation Management Trello Board.

  13. Leave a note in the description of the day the service was turned off and archive the card by clicking the “Archive” button on the bottom of the right-hand rail of the card.

  14. FIN

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