Users

Only users with administrator permissions in Lead Docket can add and/or edit users. This permission cannot be granted individually per user. 

One thing to keep in mind when adding in a user is if they will be licensed or unlicensed. 

Licenses are pay per user and give the user the ability to log in and manage intakes in Lead Docket. 

Unlicensed users can still be assigned leads and receive email notifications for leads assigned to them, but they do not have the ability to log in. 

1. Under Manage, go to Users. Then click Add New. 

2. The following information is required when creating a user: 
   First Name
   Last Name
   Email 
   Username (can match email address)
   New Password (can be left with default value, the user can change this when logging in for the first time) 

   The remaining information can either be filled in or left to their default values. 
   
    

3. If you are using Filevine or another case management system that allows you to connect users from Lead Docket, you can click browse next to the User ID and/or Contact ID to connect it with the user/contact in your CMS. 
   
   Message Notification - if checked, the user would receive an email notification when a message is received in the lead for leads assigned to them. This can either be messages from the lead themselves, from referral partners, or another user. 
   
   Active - when adding a new user this should be left checked. You can uncheck this box to disable users. 
   
   Licensed - left checked, the user will have the ability to login to Lead Docket. This should be unchecked for users who will not be logging in to the system but would like to be assigned leads and receive emails on those leads. 
   Make sure you are not exceeding the number of user licenses purchased by your company when adding in a new user. 
   
   
   
    
4. Next select the role of the user.
   
    

5. Finally you'll want to select the user permissions. If the Confirmation Email? box is left checked the user will receive an email with a password reset link and can log in to Lead Docket.