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FAQ
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(NOW) Training Videos - ADMIN/Corp Teams
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(NOW) Training Videos - USERS
(NOW) 1 - Onboarding ADMIN - Team Account Setup
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How do my employees or new users set up their accounts under our company's TEAM account?
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How to change Company (Team) name?
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How do I add or change my logo on my Corporate Team Account?
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How to add or invite a new user/member (employee) to my TEAM account?
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Assign User to have ADMIN privileges or disable Admin privileges
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Where to find or edit White Label features
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How to change background color behind Logo and request pages
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How to set or disable password expire policy
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Request disclaimer message
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SMTP - Send email request notifications from our company email address
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SMTP using Mailgun - Send email request notifications from our company email address
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How many Admins can you have on a Team
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What does Team Owner mean vs Team Admin
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Audit Reports - Login, Transaction Activity, User Usage, Request Status/Custom Field & P2 Activity Details reports
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Upgrading Account
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Billing tab
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View total requests being used by your team
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SMTP (DNS-SPF Record) - Send email request notifications from our company email address
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Audit Reports - Getting "false" in the success column
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What is Custom CSS and JavaScipt
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Auto Forward (Out of Office) - View any users PULL Requests
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Auto Forward (Out of Office) - View any users PUSH Requests
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Pre-Canned custom message to your recipients
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SMTP Google - Send email request notifications from our company email address
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SMTP Microsoft/Office365 - Send email request notifications from our company email address
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Company Logo size or specs
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Update Credit Card (credit card expired)
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Change User Password (termination)
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Allow your Team Request's to include team members photos
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Allow your team profile card/virtual business card on completed Request's
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2 Step Authentication to Open files
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Allow Team Owner to Change Users profile
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Enable Request Methods – Allow recipient to enter Email only or Mobile only (default both) On Users Personal URL Page
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Allow recipient to send message only with no file upload
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Custom URL fields and Icons
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Custom Fields on Dashboard
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Blocking IP logins
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enable/disable Push/Pull on Dashboard
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Botdoc Branding - create free account now
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Disable/Remove users "change email" tab in users profile
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Unique Invite URL
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Custom Email Template
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background color & company's logo will show on the following pages
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Welcome sign up page for new users - Account creation
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Inactivity Session Timeout - Global Team Feature
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Organization - Manage multiple Teams
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Queue
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Set up Team Queue email signature block using personal URL
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Queue Audit Reports - Transaction Activity
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Custom Subject Line
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Auto Groups/Dealerships: Easily Create Unique Queue "Usernames".
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Force 2-Step Authentication on Pushes
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Audit Report - Team Event Logs
(NOW) 2 - Onboarding Users - Profile Setup
(NOW) 3 - Onboarding Users – Dashboard
(NOW) 4 - Onboarding Users - Pull Request
(NOW) 5 - Onboarding Users - Push Request
(NOW) 6 - Onboarding Users – Contacts
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Tutorials
P2 Conversations
(APP) P2 - No longer active!
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Botdoc Service Desk
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(NOW) 1 - Onboarding ADMIN - Team Account Setup
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(NOW) 1 - Onboarding ADMIN - Team Account Setup
Wendy Jean
Owned by
Wendy Jean
Last updated:
Mar 26, 2021
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Wendy Jean