An Active User/Employee can be added to DocketManager by entering them as a contact on the Account view page. 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 Account 

            view page will open.

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

  3.      Complete the General fields for the new user.




Enter the contact's Name.


Enter the contact's Title.


Your Printing Company will appear by default.


Enter in the contact’s Phone number.


Enter contact Fax number.


Enter contact 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 contact's information in the field on the right-hand side.


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

Note: These options can be modified. (See Customer-Tags)

Requires PO

Default will be set to No.


General contact information can be saved by selecting {Save} at bottom right corner of the modal window. A Contact view page will open. The page will now show the name of the new active user.

Note: Additional active user sections can also be completed from the New Contact modal before saving.

(See Contact-Locations and Active Users-Login)

After saving Contact modal, stored credit card profiles can be added on the Contact view page. See Contacts-Financial.