Adding and removing Agents & Auditors is VERY time consuming.When a team is deactivated and the skyslope office needs to be deleted we have to go through every single agent to reactivate them remove them from the team office being deleted, change them to a different office then deactivate them again. This takes up alot of time especially with over 30 auditors & 50+ agents to remove. Adding auditors is also very time consuming. It would help if there were groups created that auditors can be added to so we just need to choose which group to add to the office instead of having to add every auditor one by one.
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SkySlope Supportposted
6 months ago
Admin
Created By Stephanie Rosado
Requester
This is a daily process for us at our company. We create offices daily and add/remove agents & auditors on a daily basis. The process with removing agents to delete an office depends on the amount of people that's in that office. It took me about a little over an hour to complete this process yesterday for a team of 40+ auditors & agents. Regarding The team access tools, I am not familiar with since we do not use this for my role with the company.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Stephanie!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out to provide this valuable feedback. A couple questions for you that will help us to best address your feedback -
How often do you find you must complete this manual process?
How long would you estimate it takes each time?
I see you mentioned groups. Are you familiar with the Team Access tool for Forms? If so, how is that experience in your workflow? Do you envision a similar process for Digital Transaction Management, or something different?
Looking forward to your reply! Thanks again and have a great day!
Created By Stephanie Rosado
RequesterAdding and removing Agents & Auditors is VERY time consuming.When a team is deactivated and the skyslope office needs to be deleted we have to go through every single agent to reactivate them remove them from the team office being deleted, change them to a different office then deactivate them again. This takes up alot of time especially with over 30 auditors & 50+ agents to remove. Adding auditors is also very time consuming. It would help if there were groups created that auditors can be added to so we just need to choose which group to add to the office instead of having to add every auditor one by one.
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Stephanie Rosado
RequesterThis is a daily process for us at our company. We create offices daily and add/remove agents & auditors on a daily basis. The process with removing agents to delete an office depends on the amount of people that's in that office. It took me about a little over an hour to complete this process yesterday for a team of 40+ auditors & agents. Regarding The team access tools, I am not familiar with since we do not use this for my role with the company.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Stephanie!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out to provide this valuable feedback. A couple questions for you that will help us to best address your feedback -
Looking forward to your reply! Thanks again and have a great day!
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