User Management Module

Access 

Managers have access to User Management through the Doppler Platform: https://admin.dopplerdrives.com/login

Roles

User Management Tab: 

In the Doppler Platform, User Management Tab will be on the left hand side.

Add New User: 

Under the User Tab in the User Management channel

Click on the + button down at the bottom right of the screen to add a New User

New User Information: 

Enter User Information and Select Role of User

Enter User Settings: 

Add or Remove Roles: 

Confirm Agent Information: 

Receive Confirmation that User was added successfully: 

This is the email notification the User will receive to create their password:

By clicking "Create Password" from the email notification, the User will be taken to this webpage to create their Doppler password:

Password Update Confirmation:

Update/Edit /Disable User Settings: 

Click on View Details of the User you would like to update

Click on Edit dropdown: 

User Details (Name, Email, Phone Number) User Settings (Hub, Shift Schedule, etc)

Resend Email Notification or Password Creation link to User:

Add Agent Schedule: 

Select User Management on Doppler Menu. Click on Agent Schedule 

Agents will need a schedule. The days that they are available to facilitate an appointment. Doppler Platform will auto assign appointments to AVAILABLE Agents, so it is important to have a current schedule for all Agents. 

Example: Hub timeslots are Monday-Friday, however Agent only works Mon-Wed. Agent schedule will need to reflect that they are only available Monday-Wednesday so that they will not be assigned appointments on Thursday or Friday.

Dispatchers  and Managers need a schedule.

Find Agents to Update Schedule:

Search Hub Names, select Hub that the Agent will facilitate appointments.

Once Hub is selected, the hours of operation will display on right side of the screen and the Agents currently assign to the Hub will appear below: