Update the "Manage Agents" tab

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Stephanie Rosado

Requester

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 Support posted about 2 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 Support posted about 2 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!

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