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 Owners are allowed and multiple Admins are allowed but Admins can not access ALL features on the MY Teams page…

Differences between Admin and Owner

ADMIN:

• Access generating reports

• View unviewed user 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 User's Personal URL Page

• Enable “Allow your Team Requests to include team members photos”

• Enable “Allow your team profile card on completed Requests - "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 the My Team page

 

Side by Side View: Admin vs Owner