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An Active User/Employee can be added to DocketManager by entering them on the Account page for your company. Assigning a Username and Password for an employee makes them an Active User for the company.


Step     Action

  1.       Select {Settings} and then select {Account} under Admin section. The Accounts 

            page will open.




  2.       Select {New} under Contacts on the Account view page. A New Employee modal will open.



  3.      Complete the General fields for the new user.


Field
Description
Employee Name
Enter the Employee Name.
Title
Enter the employee's Title.
Phone
Enter in the employee's Phone number.
Fax
Enter employee's Fax number.
Email
Enter employee's Email address.
Add New 
Select an option from the drop-down menu for the type of contact information to be added (ie. phone, fax, email, etc.) and then enter employee's information in the field on the right-hand side.
Tags

Select one or more Tags from the drop-down menu.

Note: These options can be modified. (See Customer - Tags)
LanguageSelect the Language for the employee from the drop-down.
Selectable
This option will determine whether or not a user will appear in employee related drop-downs, such as CSR or Graphic Artist assigned on an order, throughout the system.

Toggle to Yes if the employee is selectable. 

Note: Even if an employee is not selectable, they can still be systemically assigned in certain fields as the logged in user.

Example: If the `Default Assigned To field` is set to Logged in User' and that user enters a payment, the system will assign that payment as 'Created By' them.


Locations

SectionDescription
Default Billing


This is the default Billing Address for this customer. It will default on all their quotes and orders if the Contact on the order/quote does not have their own specific address.  
Default ShippingThis is the default Shipping Address for this customer. It will default on all their quotes and orders if the Contact on the order/quote does not have their own specific address.  

It can also be set to Same as Billing address by checking the box to the right of Default Shipping.
Additional Locations  

This allows for additional addresses for this customer to be added.  


Note: Additional Locations can have This different tax rates from the default customer rate to be set. When the additional address is selected on a quote/order/shipment, it removes selected tax rates and adds the Location Tax Types.



Login


Note: Assigning a Username and Password for an employee makes them an Active User for the company. 


FieldDescription
RoleSelect applicable roles from the drop-down menu. 

The assigned role will define the active user's system access. If multiple roles are assigned, the active user will have access to all
UsernameEnter contacts Username.
New PasswordEnter a New Password.
Confirm New PasswordRe-enter password to Confirm New Password.



  4.         Select {Save}. A pop-up will confirm 'Contact successfully edited. There are now

              __ Active Users.'



Editing or Deleting Active User Login

Step      Action

  1.        From the Active User modal, edit fields.

  2.        Select {Save}. A results window will confirm Contact edited successfully.


Note: When deleting an active user's username and password, a pop-up will confirm if the contact is no longer an active user. The message will also confirm how many active users are currently in the system.


Deleting an Active User/Employee

Step      Action

  1.        Select {Settings} and then select {Account} under Admin section. The Accounts 

             page will open.

  2.        Select the employee to be deleted.


 


  3.        Select the {Delete} button. A window will pop-up to confirm account to be deleted.

  4.        Select {Ok}. A pop-up will confirm account has been deleted.




Tracking Activity


You can see activity tracking on the Accounts page to determine when active users are added/removed.


Step      Action

  1.        Select {Settings} and then select {Account} under Admin section. The Accounts 

             page will open.

  2.        Select {Actions} > {Activity}. A modal window showing activity records will open.