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) |
| Language | Select 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
| Section | Description |
| 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 Shipping | This 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.
| Field | Description |
| Role | Select 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 |
| Username | Enter contacts Username. |
| New Password | Enter a New Password. |
| Confirm New Password | Re-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. Check box for Active User/Employee to be deleted.
3. Select {Delete}. A window will pop-up to confirm items to be deleted.
4. Select {Ok}. A pop-up will confirm selected contacts have been deleted.