Adding users (employees) to your Docket account is easy and fast. It's how you'll give your drivers, office staff, sales reps, and other employees access to Docket and/or the mobile app for day-to-day operations.
You can also manage your employees' timecards in Docket and monitor drivers' starting locations (if GPS is enabled in Docket's mobile app).
Before You Start
Here are a few things to know before you continue:
- We recommend each user (employee) be added individually instead of sharing a single login so you can better track everyone's access permissions and activity in your account.
- Drivers must be added as Employees so you can assign tasks to them and so they can complete those tasks in the mobile app.
- Your contract will specify how many drivers you're able to add to your Docket account. If you add more than the amount stated in your contract, your monthly price will be adjusted accordingly.
- You cannot change an Employee's Permissions after you've added them.
Employee Permissions
There are 5 different options to choose between when deciding what level of access you'd like each of your employees to have.
TIP: After you've added an Employee, you can customize their permissions to limit their access even further to just specific areas of your account.
Administrator
In addition to Account Owners, Administrators can access everything in your Docket account. This includes viewing and editing other Employee profiles.
Use this permission for Employees who are helping you manage your Docket account that would need access to your account settings in the Account section.
Office Staff
Employees with Office Staff permissions can access everything except for the Employee and Account sections.
You'll probably use this role the most when adding anyone other than Drivers since schedulers, dispatchers, and billing reps need this permission.
Sales Only
Employees with Sales Only permissions can access everything except for the Employee and Account sections.
They can create invoices and view or edit invoices that they’ve created, but no one else’s.
Mobile Access
Employees with Mobile Access aren't able to log into your Docket account through a web browser. They're only able to log into Docket's mobile app on a cell phone or tablet.
This permission is primarily for your Drivers since the app shows them their assigned tasks and can track their GPS throughout their daily route to ensure efficiency.
No Access
Employees with No Access cannot log into your Docket account or the mobile app at all, but they'll still appear in your main Employees section.
Changing an Employees permission to No Access is useful if that person no longer works for your business, but you don’t want to delete them just yet because they still have tasks that you need to reassign or activity you want to save for the future.
Please Note: You cannot change an Employee's permission after you've added them.
Add an Employee
Currently, there isn't a way to bulk import Employees, so to manually add someone to your Docket account, watch the above video or follow the below instructions:
- Click the "+ New" button in the top left corner.
- Click on "Employee" in the Add section.
- Select the Permission you'd like this Employee to have.
- Click "Continue to Invite" at the bottom.
- Enter the Employee's full Name and Email Address.
Please Note: The Email Address must be valid and have a working inbox where the Employee can access their Invite email.
- Click the "Invite button" to add them.
The newly added Employee will receive an Invite email and they'll need to follow the instructions to set up a password for their profile's login.
For password setup and account login instructions, please review this article for all non-Drivers or this article for all Drivers.
Adjust an Employee's Permissions in Their Profile
After you've added an Employee, you can further limit their access directly from their profile; just follow the instructions below:
- Click on Employees to the left.
- Click on the Employee you need to adjust permissions for.
- Click on the "Access" button at the top.
- Review and adjust their permissions for each area of Docket that they have access to as needed.
- Click "Update Access" at the bottom to save your changes.
Please Note: Clicking the "Save as ... Defaults" button at the top will save all of your access changes as the default setup for whatever permission level the Employee has (in our example above, we'd be saving our configuration as the default Office Staff permission level setup for all future Office Staff employees).
There is no way to revert a permission's customized access back to Docket's default access, so make sure you want ALL Employees for that specific permission level to only have the particular access you've customized. The "Save as ... Defaults" button only affects new Employees moving forward; it won't change the access for existing Employees with this permission.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!