*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.
Queue feature is where Teams can assign users access to all requests within a Queue or multiple Queues. Users can grab or assign requests to others in the Queue.
Features include:
A Team public URL link (just like the personal URL link in email signature blocks) with its own personal page tab to make changes
Each Q created will be a license (count as a user) however a Q cant log in
An Enterprise Level Functionality
Users can send Pull or Pushes as the name of the Q vs your own user name
Pull or Pushes can be selected by a user or assigned to a user
All changes to the Push or Pull are saved on the audit log as well as the request timeline details: example “daniel@bnak.com assigned this pull to himself” “Mary Assigned this request to Wendy” “randy@bank.com Initiated a Request from New Apps Q public URL”
Only Owners and/or Admins of the team can create and invite users to the Q
Depending on how many licenses you have for your team, there is no limit to how many users you can invite to a Q
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Owners and Admins can create, view, invite users, remove or disable all Queues under their Team account.
Once this is enabled by a Botdoc representative (Enterprise level), you can find your Team Queue tab on your Teams detail page. On the left navigation tool bar on the main dashboard click on My Team.
On MY Teams page you will scroll down to view “Queues”. This is where the Owners or Admins can create and view all Queues.
To Create a NEW Queue click on the green “New Queue” button on the upper right of the box (as seen in picture above).
Both fields are required which is the Name of the Queue and the Username… which is the Teams Queue public URL link (just like the personal URL link in email signature blocks) then click SAVE
Note: Username is tied to the Queues Team public URL handle. URL’s are used in either an Email Signature block so recipients can send document without needing to initiate a PULL request or you can place the URL on your companies website for recipient access.
Owners and Admins have the ability to: View, Edit, Disable and Change the personal profile of this Queue member.
VIEW/Add Users
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.
