Re: Couple questions

From
Audra Williams <audraw@thekey.com>
To
Will Reid <wreid@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Steve Sudberry <ssudberry@thekey.com>
Date
Tue, 7 Jan 2025 10:07:53 -0800
Folder
INBOX
--0000000000006bc7da062b21a003 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable To my knowledge all field team members can have access. Thanks! On Tue, Jan 7, 2025 at 9:48=E2=80=AFAM Will Reid wrote: > Thanks Audra. > > Do you know what TheKey =E2=80=9Cbusiness rules=E2=80=9D are for Tableae = access? Are all > employees supposed to have access or is it limited to certain positions a= nd > this would be a special request. If this is a special request then I will > not ask them. > > Thanks > > > Will Reid > Partner > * Please note my email has changed: * > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Mon, Jan 6, 2025 at 2:29=E2=80=AFPM Audra Williams = wrote: > >> Hi Will! >> >> I would reach out to Jeannie Ortiz for LTCi. >> >> For tableau access please request through savyint >> https://homecareassistance.saviyntcloud.com/ECMv6/request/requestHome >> >> Best, >> >> >> >> On Mon, Jan 6, 2025 at 10:15=E2=80=AFAM Will Reid wro= te: >> >>> Audra, >>> >>> Tim pointed us to you on this. Steve and I liked an idea one of the >>> west coast teams mentioned on November bonus results call. They had our >>> LTCi dept give them data on their client policies like max daily benefi= ts >>> for opportunities to upsell based on their specific policy. Who can we >>> contact to get the same information? Also, it was mentioned that our te= am >>> members would have access to Tablelu in order to use the =E2=80=9Cbonus= tracker=E2=80=9D no >>> one on our team has access other than Laura. Who do we contact to get t= hat >>> fixed? >>> >>> Thanks >>> >>> >>> >>> Will Reid >>> Partner >>> * Please note my email has changed: * >>> wreid@thekey.com >>> 513-707-2304 >>> TheKey.com >>> [image: TheKey] >>> >> >>> >> >> >> -- >> Audra Williams >> Director, Divisional Operations >> (425) 757-7027 >> TheKey.com >> >> >> [image: TheKey] >> > --=20 Audra Williams Director, Divisional Operations (425) 757-7027 TheKey.com [image: TheKey] --0000000000006bc7da062b21a003 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable To my knowledge all field team members can have access. Thank= s! On Tue, Jan 7, 2025 at 9:48=E2=80=AFAM Will R= eid &lt; wreid@thekey.com &gt; wrote:= Thanks Audra. Do you = know what TheKey =E2=80=9Cbusiness rules=E2=80=9D are for Tableae access? A= re all employees supposed to have access or is it limited to certain positi= ons and this would be a special request. If this is a special request then = I will not ask them. Tha= nks Will Reid Partner Please note my email has changed: <a href=3D"https://brand.thekey.com/esg/wreid@thekey.com" rel=3D"noop= ener noreferrer" style=3D"color:rgb(77,77,79);background-color:transparent"= title=3D"Create new email t

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