What does Team Owner mean vs Team Admin
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…
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
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 (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 (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
Side by Side View: Admin vs Owner
