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Onboarding ADMIN - Team Account Setup
- How do my employees or new users set up their accounts under our company's TEAM account?
- How to change the Company (Team) name?
- How do I add or change my logo on my Corporate Team Account?
- How to add or invite a new user/member (employee) to my TEAM account?
- Assign a User to have ADMIN privileges or disable Admin privileges
- Where to find or edit White Label/Customization features
- How to change the background color behind the Logo and request pages
- How to set or disable the password expiration policy
- Request disclaimer message
- SMTP - Send email request notifications from our company email address
- SMTP using Mailgun - Send email request notifications from our company email address
- How many Admins can you have on a Team?
- What does Team Owner mean vs Team Admin?
- Audit Reports - Login, Transaction Activity, User Usage, Request Status/Custom Field & P2 Activity Details reports
- Billing Tab
- View total requests being used by your team
- SMTP (DNS-SPF Record) - Send email request notifications from our company email address
- Audit Reports - Getting "false" in the success column
- What are Custom CSS and JavaScript?
- Auto Forward (Out of Office) - View any user's PULL Requests
- Auto Forward (Out of Office) - View any users PUSH Requests
- Pre-Canned custom message to your recipients
- SMTP Google - Send email request notifications from our company email address
- SMTP Microsoft/Office365 - Send email request notifications from our company email address
- Company Logo size or specs
- Update Credit Card (credit card expired)
- Change User Password (termination)
- Allow your Team Request's to include team members photos
- Allow your team profile card/virtual business card on completed Request's
- 2 Step Authentication to Open files
- Allow Team Owner to Change Users profile
- Enable Request Methods – Allow recipient to enter Email only or Mobile only (default both) On Users Personal URL Page
- Allow recipient to send message only with no file upload
- Custom URL fields and Icons
- Custom Fields on Dashboard
- Blocking IP logins
- enable/disable Push/Pull on Dashboard
- Botdoc Branding - create free account now
- Disable/Remove users "change email" tab in users profile
- Unique Invite URL
- Custom Email Template
- background color & company's logo will show on the following pages
- Welcome sign up page for new users - Account creation
- Inactivity Session Timeout - Global Team Feature
- Organization - Manage multiple Teams
- Queue
- Set up Team Queue email signature block using personal URL
- Queue Audit Reports - Transaction Activity
- Custom Subject Line
- Auto Groups/Dealerships: Easily Create Unique Queue "Usernames".
- Force 2-Step Authentication on Pushes
- Audit Report - Team Event Logs
- (NOW) Training Videos - USERS
- (NOW) Training Videos - ADMIN/Corp Teams
- Request Expiration Notifications