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Docket visibility configurations
Docket visibility configurations

This article covers the configurations to who has access and visibility to dockets

Kat McDevitt avatar
Written by Kat McDevitt
Updated over a week ago

Indicates whether users can submit dockets from the app.

This configuration will turn off dockets from being submitted by your employees. This configuration should only be turned on if you DON'T want to use the docket functionality.

Should the job docket default to everyone on the team or just the user.

By default, a docket being submitted will include every employee that worked on that job. This docket is intended to be filled out by the team leader on the job. It also means that's the client and the office is only signing one.

Control whether or not docket entry should be restricted to team leaders

by default, the docket allows any employee to submit a docket. Restricting the docket entry to a team leader will only allow employees that have been designated as a team leader for that job to submit a docket for the team.

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