To add a new processor to your team: 1. Go to Admin > Users > Add Processor 2. Enter their email address and name 3. Set their daily batch limit (how many batches they can work on) 4. Assign them to one or more queues 5. Save The processor will ...
Monitor your team's output: ● See how many documents each processor handles ● Compare performance across time periods ● Identify when additional resources are needed
Control who can access which queues: 1. Go to Admin > Users 2. Select a processor 3. Click Manage Queue Access 4. Check the queues they should have access to 5. Save changes Processors only see batches from their assigned queues. Figure: 7 - ...
Click Analytics in the main menu to see your performance metrics. Processors see: ● Personal processing statistics ● Queue-level metrics for assigned queues ● Time trends for your work Administrators see: ● All queue metrics ● All processor ...
As an administrator: 1. Go to Admin > Queues > Add Queue 2. Enter a name for the queue (e.g., "Equipment Lease Q1 2026") 3. Configure basic settings like processing level (batch or folder) 4. Save the queue After creating the queue, you'll configure: ...