An Employee can be added or removed from DocketManager from the Account page for your company. 


To Add an Employee:

Step    Action

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


  2.      Select the {+} New button. A New Employee modal will open.


  3.      Complete the fields for the new employee. To make this employee selectable in system dropdown                        menus such as "Sales Rep", "CSR" or "Graphic Artist", make sure to toggle Selectable to Yes.

  Note: The employee will be set as an Active User if they are setup with a user name and password.

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

              __ Active Users.'

       


To Remove an Employee:

Step      Action

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

             page will open.

  2.        Click the Edit Profile button for the employee profile you want to remove. 


  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.



For more information about security roles, see Security Configuration.