When adding a user you assign them a role to determine the level of access they require.

NOTE: Inviting a user doesn't automatically create their user account.  The user will still be required to 'Create an Account', set their password, then verify the account email (or phone) before continuing.

Content of this guide

1. Adding Users
2. Removing Users

NOTE: Only users with an Administrator role can add New users and Remove users on desktop by signing into the Docketbook account here.

Adding Users

Step 1: Go to Company Settings

Step 2: Select Users

Step 3: Select Invite New

Step 4: Complete First and Last Name, Email address and select the Role
(If the new user does not have an email address you may add a mobile number)

Step 5: Don't forget to press Save

The new user 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 Users

Step 1: Go to Company Settings

Step 2: Select Users

Step 3: Click the edit symbol next to the user you no longer require to have access to your company

Step 4: Select Remove User to confirm the removal of the user.

Step 5: Click Save to update the changes.

The removed users 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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User Roles