Setting up Design Teams & Design Queues
With the Design and Design Request plugins enabled, the following will help you set up the design queue for deals where Sales Reps will NOT be creating their own designs.
First, navigate to Settings/Design/Design Teams.
Then click on the + New button
Now name the design team.
This is the Edit Design Team page. Here you'll be able to create, edit, and otherwise interact with the Design team details.
Click the Add Designers field and a dropdown will appear of users in your organization. Select the user you wish to add to this Design Team, then click Add.
You will now see the user is assigned to the design team. Repeat this process until all your designers are on the team.
Similarly, you can click on the Authorized Orgs field to add the Orgs that have permissions to route design requests to this team via their configured design queues.
After you select the appropriate Org, it will be displayed here.
Setting up Design Queues
Now that you have a Design Team built, let's assign them to a Design Queue. Navigate in the partner's instance to Settings/Design/Design Teams.
At this point, you have the option to add a Design Team to a new or existing Design Queue. If you are adding a Design Team to an existing Design Queue, click on the Default Design Team field and then select the appropriate Design Team.
To create a new Design Queue, click on the + New button.
Name the Design Queue and assign a Default Design Team by clicking the field and selecting a team from the list.
Now you'll need to associate the Design Queue to the Design Request plugin in the partner's v2 Enerflo instance.
Navigate to the partner's v2 Deal Template: Settings/Deal/Deal Template. Select the appropriate deal template. In the Plugins section of the deal template, click on the Design Request plugin. In the Design Queue drop down, select the appropriate Design Queue:
Now that your Design Team is created and assigned to a Design Queue, the designs requested by the Authorized Orgs associated with each Design Team will funnel through each team and queue.
Make sure to add the Designer Role to the user in V2 User Profile by toggling on: