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  • User = this person has a Botdoc login and access to the P2 conversations dashboard (and P1 dashboard).

  • Remote User = this person only has access to the URL links and no login permissions to Botdoc dashboards.

For exampleExample: A An automotive salesperson can initiate a container with a customer using the Queue URL Automation links via their short-code, and the documents can be collected and stored by a manager an Upper Level or Sales Manager who has access to the Botdoc Conversations Dashboard.

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