New V-DOCS employee / user records are created from the Employees page for the respective dealer:
[NOTE: Your account must have permissions to perform these functions.]
- Log into the V-DOCS Admin site.
- Select Employees from the V-DOCS Menu.
[NOTE: Admin-level users will first need to select the dealer the terminal is associated with from the Dealers Overview page before selecting Employees from the expanded options within the Menu for that dealer.]
3. The Employees page will open. This page lists all users within V-DOCS for that dealer, along with the email address, name, username, branch, role and login information for each employee record. From this page, you can create V-DOCS employee records.
4. Select the +New Employee button just below the available filters at the top of the page.
5. You will be prompted to register the email address of the new user. Enter the email address within the provided field, then click the Continue button.
6. The Create Employee Record page will open. Enter the user’s information, as described in the table, below, then click the Register Employee button.
Field | Description |
Login | Enter the username of the employee. NOTE: This field is optional – it can be left blank. |
Confirm the email address used to register the new user. | |
First Name | Enter the user’s first name. |
Last Name | Enter the user’s last name. |
Language | Select the user’s primary language from the dropdown menu. |
Role | Select the appropriate User Role from the dropdown menu. |
Active | By default, all new users have this checkbox enabled. To deactivate an account, de-select this checkbox. |
Time Zone | By default, the user’s time zone will match the time zone of the carrier or dealer they are set up under – this can be changed if required. |
Email Account Information | By default, all new users have the Email Account Information? checkbox enabled – once registered, account details will be emailed to the user. If this checkbox is unchecked, you will be prompted to enter/confirm a password for the user. |