WEBVTT

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Everyone at your firm gets their own Docket sign-in. You invite them from Team.

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In the sidebar, scroll down to Firm and click Team.

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Team & billing is where you manage who can sign in to your firm.

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Firm users lists everyone with a sign-in. Right now that’s just you, the Owner.

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The owner created the firm. No one else can disable the owner’s account.

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Under Add a user, enter your teammate’s name and work email.

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Then choose a role. You can invite someone as Staff or as Admin.

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Staff work on clients and engagements, but can’t manage the team, firm settings, workflows or your Docket plan.

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Admins can also invite and disable teammates and change firm settings. They must use two-factor sign-in.

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Jordan will help run the firm, so choose Admin.

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Click Send invite.

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Docket emails Jordan the invite. It waits under Pending invites until they accept.

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The invite expires in 14 days, so ask Jordan to accept it soon.

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If the email goes astray, Copy invite link gives you the same link to send another way.

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Here’s what Jordan receives. They open the email and click Accept team invite.

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Jordan’s email address comes from the invite, so it can’t be changed here.

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Jordan checks their name and creates a password of at least 14 characters.

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Then clicks Accept invite and continue.

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Because Jordan is an Admin, Docket asks them to turn on two-factor sign-in right away.

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They scan the QR code with an authenticator app on their phone.

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Then type the 6-digit code and click Verify and enable.

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Jordan saves their recovery codes, then continues to the dashboard.

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Jordan’s in, signed in to Maple Ridge Accounting as an Admin.

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Back in your own account, here’s Team again.

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Active team users is now 2. On the Free plan, nothing is billed.

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Jordan is now listed under Firm users as active, with their role and last sign-in.

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Reports to sets who each person reports to. It drives the My team view on the Work board.

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Jordan now reports to you.

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If someone leaves the firm, click Disable user. They’re signed out and can’t sign in again.

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Jordan now shows as disabled.

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Changed your mind? Reactivate user gives them their access back.

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Jordan is active again, reporting to you.

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Next up: start your first engagement.