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Setting up Design Teams & Design Queues

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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.Design_Team_Flow.png

Then click on the + New buttonDesign_Team_New.png

Now name the design team. Design_Team_Name.png

This is the Edit Design Team page. Here you'll be able to create, edit, and otherwise interact with the Design team details.Design_Team_Landing_Page.png

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.Add_Designers_Button.png

You will now see the user is assigned to the design team. Repeat this process until all your designers are on the team.Untitled.png

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.Design_Team_Authorized_Orgs.png

After you select the appropriate Org, it will be displayed here.Design_Team_Auth_Orgs_Added.png

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.Design_Queue_Flow.png

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.Design_Queue_Existing_Team.png

To create a new Design Queue, click on the + New button. Design_Queue_New.png

Name the Design Queue and assign a Default Design Team by clicking the field and selecting a team from the list. Design_Queue_Create_New.png

Create_Design_Queue.png

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:image.png

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:

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User Roles in V2

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