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Users can be added or deleted from DocketManager in Settings > Admin > Account.
Option 1: Add User
- Settings > Admin > Account
- On the right hand side of the page click on the + icon
- Complete the General, Login, and Production sections (see tables below for more information).
- Click Save
To make this user selectable in system dropdown menus such as "Sales Rep", "CSR" or "Graphic Artist", make sure to toggle Selectable to Yes
Setting a username and password for a user will create a new active user. Adding another active user will increase the amount of your site's monthly billing.
General Settings
This section allows you to input general information specific to the User. At the bottom of the General settings you will see Theme which can be used to enable Dark Mode for this user.
Location Settings
If these fields are left blank the system will pull the Billing and Shipping Address information from the Account Details of your Company.
Login Settings
In order for a user to be available in the system they will need a Role, Username, Password, and marked as Selectable.
| Field | Description |
| Role | Select one Role per user to avoid conflicts. |
| Username | Enter a username for the user. |
| New Password | Must contain at least one letter and number. |
| Confirm New Password | Re-enter password to Confirm. |
| 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. 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. |
Production Settings
This section pertains to Production Workflow and the settings specific to this user.
| Field | Description |
| Production Queue Access | By default, all Production queues will be selected. You can remove access to certain production queues by clicking on the 'x' next to the queue name. |
| Default Production Queue | Select the default production queue to load from the drop-down menu. |
| Active User Queue Enabled | Toggle if you want the Active User Queue to be enabled in the Production menu. |
| Active User Queue View Type | Select the default Active User Queue view type from the drop-down menu. |
| Active User Queue Access | Select who has access to the Active User Queue from the drop-down menu. |
| Default Active User Queue | Select the default Active User Queue if you have multiple queues available from the drop-down menu. |
Option 2: Delete User
- Settings > Admin > Account
- Click the Edit Profile button for the user profile you would like to remove
- Click Delete
- Confirm
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.
Activity Tracking
Activity such as when users were added or deleted from the system can be tracked by clicking on Actions > Activity in the Account page.
- Settings > Admin > Account
- Click on Actions > Activity
