Onboarding ADMIN - Team Account Setup

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