1. Botdoc Service Desk
  2. Onboarding ADMIN - Team Account Setup

How do my employees or new users set up their accounts under our company's TEAM account?

Each new user (employee) must be "invited" to join your TEAM account.  

Admins and Owners are the only TEAM members that can send this user a new "invite" via the TEAM Dashboard (See How to add or invite a new user/member (employee) to my TEAM account? )

New Users will receive an Invite that looks something like this...

InvitesetupTeamUsers1

The Invited User must click on the link in the email which will start the account creation process.  The User will be asked for First Name and Last Name along with other basic optional profile questions specific to each User.  (Mobile phone, City, State, Country, Job Title) 

InvitesetupTeamUsers2
InvitesetupTeamUsers3
InvitesetupTeamUsers4
InvitesetupTeamUsers5

Once account creation is complete, the user will immediately be directed to their Botdoc Dashboard where they can start to Request files/data or Send files/data.