*This feature removes the need for Teams to have multiple users logging into one account with the same password. This is an Enterprise feature, contact sales@botdoc.io for more details.
The Queue feature is where Teams: Create a Queue (Loan Department) or multiple Queues (Loan Department; Pre-Approvals; Applications), Owner/Admin can add/invite any or all users on the Team to a Queue or multiple Queues to access Requests, Users can send Requests via the Queue and Users can assign themselves Requests inside the Queue or assign Requests to others in the Queue.
Features include:
A Team public URL link (just like the personal URL link in email signature blocks) with its own personal page tab to make changes
Each Queue created will be a license (count as a user) however a Queue cant log in
An Enterprise Level Functionality
Users can send a Pull via the Queue or send a Push via the Queue vs your own user name
to yourself or assign to a another user in the Queue
to yourself or assign to another user in the Queue
All movement to the Queue Push or the Queue Pull are saved on the audit logs
details - “Tori Mills assigned this send to Melinda Price” (assigned to a user) or “Tori Mills assigned this send to Tori Mills” (assigned to myself)
details - “Tori Mills assigned this request to Melinda Price” (assigned to a user) or “Tori Mills assigned this request to Tori Mills” (assigned to myself) or email@yahoo.com initiated a Pull from the PRE Loan Apps Queue Public URL
Only Owners and/or Admins of the team can create and invite users to the Queue
Depending on how many licenses you have for your team, there is no limit to how many users you can invite to a Queue
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Click on VIEW to manage the users inside your team Queue. Owners and Admins can add users to any Queue by clicking on the “Add User” and entering the users email address. Or Owners/Admins can remove a user by clicking on the red “X”.
Note: If your Team has multiple Queues, any one user can be added to each Queue. Therefore, if Jane is a user she can be added to multiple Queues, there are no limits on how many Queues one user can have access to. Users will see MY Queues on the left navigation toolbar as to what Queues they are part of.
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