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Guides
Users
DocketCalendar empowers you to create individual logins for your staff with either Edit or View Only privileges. Each user gets their own Calendar and Dashboard, and can be assigned to specific cases for streamlined case management.
Key Features
Individual Logins
- Provide staff with personalized access to DocketCalendar
- Choose Edit and View Only privileges
Case Assignment
- Control which users have access to specific cases
- Allows for efficient task distribution and information management
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Calendar Integration
- Connect with Outlook or Google Calendar
- Users can view their events in DocketCalendar and their preferred calendar app
Dashboard (in DocketCalendar app only)
- Provides a quick snapshot of tasks due today and in the coming week
- Separates appearances and non-appearance deadlines for clarity
Creating a New User
Step
Creating a case
Click the Users Icon on the Side Panel
Select "Create New User" at the top of the screen
Step
Creating a case
- Enter the user's email address (must be unique)
- Fill in the required information, including user type and permissions
- If you've connected to Outlook or Google, you'll see an option to "Assign Link Calendar"
- Click "Save" to create the user
Note: The new user will receive an email with login credentials and a temporary password. They'll be prompted to create a new password upon first login.
Managing Users
Creating a case
Edit User
Click the edit button next to a user's name
Creating a case
Deactivate User
- Go to the user's edit screen
- Click the "Deactivate User" button
- The user will be moved to the 'Inactive Users' tab
Creating a case
Reactivate User
Users can be reactivated from the 'Inactive Users' tab at any time by clicking on 'Restore' from the edit user screen.
Important: Before deactivating a user, remove them from assigned cases to ensure all events are properly redistributed.
Working with Users and Cases
User Types
Editors
- Full access
- Must log in with the linked account's email address
Viewers
- Has limited access
- Log in with their username and password
Case Assignment
Assigned users see all case events in "All Cases" and "All Events" views
- Useful for managing responsibilities without overwhelming individual calendars
- Allows you to assign specific events (like appearances or important deadlines) to user calendars
Calendar and Dashboard Management
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Add to Calendars
- Set defaults at the case level or customize for each trigger/event
- Users assigned at the case level will be pre-filled as recipients for new events
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Add to Dashboards
- Set defaults at the case level or customize for each trigger/event
- Log in with their username and password
Case, Calendar and Dashboard settings can operate independently or as one.
See Application Defaults.
See Application Defaults.
Calendar / Dashboard View Filters (2 options)
My Events
Shows events specifically assigned to the user
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My Case Deadlines
Displays all events for cases the user is assigned to
Tips for effective user management...
Creating a case
Regularly review user assignments and permissions
Creating a case
Use case-level assignments for consistent event distribution
Creating a case
Encourage users to toggle between "My Events" and "My Cases" views for comprehensive oversight
Creating a case
Before deactivating a user, ensure all their assignments are properly redistributed. If you deactivate a user by mistake, you can always restore them.
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