Edit users

How-to Add & Edit Users in Doc.It Versions 4.6 & 5.0

This article outlines the steps to add a new user or edit a current user in Doc.It versions 4.6 & 5.0.
To get started, make sure you're logged into Doc.It with Admin permissions and then open the Maintenance window from the main dashboard. Follow the instructions below.

Step 1 - In the Maintenance window click on Users to open the User Management Dashboard. It will open as a new window in the Doc-It Browser. There are other settings that can be controlled from the browser such as Skills, Groups, Offices, and Roles. The Users selection lists all current users. To add a new user click the plus sign in the upper right corner. To edit a current user click Edit link to the right of the user row.


Step 2 - The following window appear. The highlighted fields are defined below. Use the fields as described and fill in the information for a new user or edit the information for a current user based on need.
 


  1. Email - (Required) The user's email address is used as the Doc.It user ID for login. The email address must be unique for each user account in Doc.It.
  2. First Name & Last Name - (Required) The user's first and last name.
  3. Password & Confirm Password - (Required) A temporary password for a new user. Used to reset a password for a current user.
  4. OCRWatch Folder Name - (Optional) The field is used in conjunction with scanning. The system will automatically generate an alpha-numeric name for the folder if not populated. It is recommended that a naming convention be used in this field which will make troubleshooting scan issue easier. Example John Doe = JohnD in this field.
  5. Must Change Pwd - (Optional) When checked, the user is forced to change their password at next login. It is checked by default when setting up a new user.
  6. Is Partner & Is Manager - (Optional) When one or both of these fields are checked it means that the user can be assigned to a client as the Partner and/or Manager. This is a reportable field related to Doc.It Workflow. This is useful when creating custom reports that filter a Partner's and/or a Manager's clients in the report.
  7. TimeZone - (Optional) Used to set the user's time zone. The standard EST, CST, MST, & PST can be found at the bottom of the list.
  8. Language - (Optional) Used to set the user's preferred language.
  9. Skills - (Optional) A function of Doc.It Workflow used to control a user's ability to manipulate certain stages in a workflow. See the workflow training videos on our support site for more information or ask for assistance from the Doc.It support team at support@doc-it.com.
  10. Firms - (Required) Assigns a user to a Firm within the organization. Most firms will only have one selection. 
  11. Offices - (Optional) Used to assign a user to an Office. Offices are used in Doc.It with firms that have multiple locations. Once setup, user can be assigned to Offices to control access to the clients associated to each office. See the Offices training video on our support site for more information or ask for assistance from the Doc.It support team at support@doc-it.com.
  12. Groups - (Required) Used to assign Functional Security as well as Content Security within Doc.It. A user should be assigned to at least one group for Functional Security. See the Functional and Content security training videos on our support site for more information or ask for assistance from the Doc.It support team at support@doc-it.com.
Step 3 - Once the fields are populated for a new user or edited for a current user, click Save at the bottom of the window.

Please contact Doc.It Support if you have any questions or need further information. At support@doc-it.com or by calling 888-693-6248.


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