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Account Setup Guide for Reps

Set up your account, preferences, and integrations.

Overview

The following guide covers key components to setting up your Dock account.

  1. Log in to Dock

  2. Set up your profile

  3. Notifications for email, Slack, or Teams

  4. AI assistants

  5. Chrome extension

  6. Customize homepage

Log in to Dock

  1. Go to https://auth.dock.us/login

  2. Add your subdomain to find your company account

3. Login via your previously set authentication settings (password, login via Google / MSFT, or SSO)

Set up your profile

Your profile will be used across Dock for comments, contact cards, tasks, and more. It's important to set this up when you create your account.

  1. Click your name at the bottom of the sidebar and select Settings

2. Select Personal → Profile. Update all the requested information and make sure to upload a profile picture.

Notifications

  1. Go to Settings → Personal → Notifications

  2. Determine your email notification settings

  3. Turn on your Slack or Microsoft teams notifications for alerts

AI Assistants

Dock MCP allows you to connect to your favorite AI tool (Claude, ChatGPT, Gemini, and more.). Admins will often need to enable these tools in your AI assistant's account (instructions).

From the rep perspective, you'll need to make sure the Dock connector is toggled on in your AI tool of choice.

Chrome Extension

Step 1: Go to the Dock Chrome extension page in the Chrome Web Store.

Step 2: Click Click here to download! (or Add to Chrome, depending on where you're installing from).

Step 3: Once installed, click the Dock icon in your Chrome toolbar and log in with your Dock account.

Customize Homepage

Check out this article to learn more

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