Managing User Access in Docketbook: Adding and Removing Users

Created by Lachlan Robbie, Modified on Fri, 14 Jul 2023 at 01:30 PM by Lachlan Robbie

When adding a user to Docketbook, it is important to assign them a role that determines their level of access within the platform. Please note that inviting a user does not automatically create their user account. The user will be required to create an account, set their password, and verify their email or phone before they can continue using Docketbook.

Adding Users:

  1. Access Company Settings:

    • Click on the Company Settings toggle located on the top right-hand side of the screen.
  2. Select Users:

    • Within the Company Settings menu, choose the Users option.
  3. Invite New User:

    • Look for the option to "Invite New" and select it.
  4. Provide User Details:

    • Complete the required fields, including the First and Last Name, Email address, or Mobile Number.
    • Select the appropriate Role for the user.
    • If applicable, assign the user to a Subgroup.
  5. Invite Users:

    • After entering the user's information and selecting the role, click on the Invite Users button.

Adding Bulk Users:

  1. Access Company Settings:

    • Click on the Company Settings toggle located on the top right-hand side of the screen.
  2. Select Users:

    • Within the Company Settings menu, choose the Users option.
  3. Invite New Users:

    • Look for the option to "Invite New" and select it.
  4. Bulk Upload:

    • In the Invite New Users section, select "Bulk Upload" and then click on "Download Template."
  5. Complete the Template:

    • Open the downloaded template and enter the employees' First Name, Last Name, Email address, or Australian mobile number, and the desired Role.
    • Save the completed template.
  6. Upload the Template:

    • Return to the Invite New Users section and click on "Click to add or drag a file from your computer."
    • Select the saved template file to upload it.

Removing Users:

  1. Access Company Settings:

    • Click on the Company Settings toggle located on the top right-hand side of the screen.
  2. Select Users:

    • Within the Company Settings menu, choose the Users option.
  3. Select User to Remove:

    • Locate the specific user you wish to remove and click on their profile.
  4. Delete User:

    • Within the user's profile, select the "Delete" option.
    • Confirm the removal by clicking "Accept."
       

Managing user access in Docketbook is essential for maintaining control and security within your platform. By following the steps outlined in this guide, you can easily add users, either individually or in bulk, and remove users when necessary. Ensure that you save the changes and confirm the removal to apply the updates successfully.

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