How to Add a User

Users can be added and managed in the Manage > Users section of Lead Docket. 

Permission Required

Only Lead Docket Admins can add and remove users.

Add Users

To add a new user, click the Add New button in the top right. This action opens the Add User form.

Contact Information

Fill out the Add User form with the contact information about the user you wish to add:

• First Name, Last Name, Email
• Username (Usually the beginning of the email address)
• Password (Auto fills a random password - the user may change this later)
• Phone Number
• Default Office (Office the user is associated with, if you have multiple offices)
• Initials 
• Case Tracker Code (Code associated with the user in your firm's case management system)
• Email Calendar Invites To (Who the calendar invites for this user go to, whether it's the user, a paralegal, or a group of employees)

Activity and Licensing

Check the box next to "Active?" if you want the user to be able to be associated with leads and receive emails through Lead Docket. Check the box next to "Licensed" if you want the user to be able to login to Lead Docket and manage leads.

Note

The number of licensed users is how your firm is billed for Lead Docket's services.

Add Roles

Check the box next to each role associated with the user. Learn more.

Add Permissions

Check the box next to each permissions granted to the user.

Heads Up!

Selecting Administrator grants the user access to everything.

Confirm and Save

Check the box next to "Confirmation email?" if you want the user to receive an email with their login information and other user information.

Note

If the email to the user is bounced, you will see a warning on that user, under their email. Future emails will not be sent to that email address. 

Click clear bounce to reset and attempt to resend. 

Be sure to click Save to create and save the user.