Remote Users are created and connected by utilizing the Contacts feature in the Conversations dashboard.
*NOTE - Remote Users were designed to allow for “outside” individuals to send URL Automations (via short-codes from their mobile phones) to collect documents without needing to have direct access to the Conversations Product.
Full 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 Organization Owners/Admins: The process is identical to the steps shown below; with the added step of choosing the team you are creating the remote user for (Shown at the bottom of this page).
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