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

Difference between Admin and Owner

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 Feature

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

  • Organization feature – manage multiple teams (Botdoc Representative will do initial set up)

  • Create and edit Queues - This removes the need for Teams to have multiple users logging into one account with the same password

 

OWNERS: (all the above +)

  • Edit White label

  • Edit SMTP

  • Edit DocuSign configurations (P2)

  • Assign other Owners owners (Hand Action Button)

  • Upgrade account

  • Change Users profile (Headshot Action Button)

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

  • 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 and Edit Pull URL Auto-Reply (custom feature)Enterprise level)

  • Enable default Inactivity Session timeout for Team

  • Edit Custom Templates (Enterprise level)

  • Customize Disclaimer box

  • Edit Custom fields on Dashboard (Enterprise + level)

  • Create user profile custom fields/URL (Enterprise + level)

  • P2 - View all Users Containers

  • Enable Custom Subject line & Personal URL subject line

Action buttons on My Team page

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Side by Side View: Admin vs Owner

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FULL VIEW CLICK HERE

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