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A Team Owner is usually the user that has created the account and is financially responsible for the Corp Teams monthly or yearly subscriptions.

Multiple Owner’s allowed and multiple Admins assigned but not all Admins can access features on the MY Teams page…

ADMIN:

  • Access generating reports

  • View unviewed users requests (when auto forward is enabled) (EYE Action button) -Custom Feature

  • Invite members

  • Remove users (X Action Button)

  • Assign other admins (Clipboard Action Button)

  • Change user passwords (KEY Action Button) -Custom Feature 

  • View all enabled/disabled P2 users (chat bubble Action Button)

OWNERS: (all the above +)

  • Edit White label

  • Edit SMTP

  • Assign other Owners (Hand Action Button)

  • Upgrade account

  • Change Users profile (Headshot Action Button)

  • Disable 2 Step Auth on Push requests (on Dashboard)

  • Enable User Request Methods – Allow recipient to enter Email only or Mobile only (default both) On Users Personal URL Page

  • Enable “Allow your Team Request's to include team members photos”

  • Enable “Allow your team profile card on completed Request's - "Your documents were securely transported" page”

  • Enable Pull URL Auto-Reply (custom feature)

  • P2 - View all Users Containers

Action buttons on My Team page

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FULL VIEW CLICK HERE

https://botdoc.atlassian.net/wiki/x/JgArAg