A member or representative of your company, who will be using your company's Docketbook.

Examples: an operator, driver, supervisor, project manager, administrator, accountant, auditor etc.

Docketbook helps you protect your data, by giving you the power to set different levels of access for your users. When adding a member you assign them a role to determine the level of access they require to do their job. This includes whether they can view only their own dockets, or view all your company's dockets, and defines permissions for being able to edit other company details.

 Adding Members

Members with Administrator role can add a new member on desktop by visiting my.docketbook.com.au

1. Go to Company Settings
   
2. Select Members 
3. Select Invite New
4. Complete First and Last Name, Email address and select the Role
   (If the new member does not have an email address you may add a mobile number)
5. Don't forget to press Save

The new member will receive an invitation to join your company on Docketbook to their email address (or mobile number). To access your company's Docketbook, they will need to follow instructions in the invitation to sign up for a user account.

Removing Members

Members with Administrator role can remove a member on desktop by visiting my.docketbook.com.au

1. Go to Company Settings
   
2. Select Members 
3. Remove the member you no longer require to have access to your company
4. Confirm that you would like to remove this member by selecting Yes, remove!

The removed member will be unable to view your company when logging in. You may choose to add them back in at a later stage, by inviting them again.

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Member Roles