Available in the web app
Available to Group Managers

Group Manager is also known as Team Manager.

Users with this role can access and control member accounts within their group or subgroup in the Team Dashboard. You can:

  • Create and disable member accounts
  • Download all completed documents (within the last 90 days)
  • Execute reports
  • Review billing and invoice information
  • Send password reset emails
  • Submit files on a member’s behalf
  • Track job status
  • Update a member’s:
    • Addresses, Notifications, Permissions, Preferences, Profile, Templates, Word Lists, and more…
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