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Employee/User Management
This article highlights how to add users to DC. Depending on the modules your company uses along with your shop management system, these steps will differ. Adding the user to DC Log into DC as an administrator. Click on Users in the left navigation. ...
Managing Shop Contacts and Numbers
Navigating to your Contact Details Within your Contact Details, you will be able to view and/or edit all the relevant info about your Site. This will include your address, general company email, phone numbers, social media, and other useful ...
Account Management
In the top right corner, you can see the following icons: The bell icon lets you check your notifications. The megaphone icon takes you to Zendesk, where you can see guides, announcements and seek support. The person icon lets you perform further ...
Release Notes
OktoRocket Release Notes – September 4, 2025 Features Scorecard Groups: Create multiple scorecards and group them by call type. AdvisorIQ automatically selects the appropriate scorecard based on call type. Manual Scorecard Override: If a call is ...
Navigating Your OktoRocket Instance
The Admin Dashboard is your hub for managing customer engagement, communications, and operations. Use the collapsible left-hand menu to access key modules like campaigns, calendar, reports, and more. Admins and Site Managers also unlock advanced ...