Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

*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.

...

  • An Enterprise Level Functionality

  • Each Queue created will be a license (count as a user) however a Queue cant log in

  • 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

  • When sending a request via the Queue, the recipients email or SMS information will be automatically stored in Contacts of all users within the Queue regardless of who entered the recipients information.

  • A Team public URL link (just like the personal URL link in email signature blocks) with its own personal page tab to make changes

  • Users can send a Pull via the Queue or send a Push via the Queue vs your own user name

  • Assign a Pull to yourself or assign to a another user in the Queue

  • Queue Pull timeline 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

  • Assign a Push to yourself or assign to another user in the Queue

  • Queue Push timeline 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)

  • When a user is assigned a request from the Queue, that user will receive a Queue email notification.

  • All movement to the Queue Push or the Queue Pull are saved on the Queue Audit Logs

...

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.

...