![]() ![]() To change your password on your account, follow the below instructions.Ĭlick the Settings option from the menu on the left. The Settings menu will open to the Team page by default. Next tap Team Settings and then Add User. On the next screen, enter the individual's Email and/or Phone Number, choose a Role, and then tap Save. Your team member will automatically get a text or email with a download/invite link for Dispatch.ĭispatchers can change their own role or that of other Team members in the web application. Click the Settings option from the menu on the left and then select Team. In the Team list, find the user you wish to update and click on the record, this will open up the Edit User dialog on the right, where you will find the Roles field. When done, scroll down and click Save. Your new Role will then be active.ĭispatchers who use the web application can login with their mobile phone number, or with an email address and password. Mobile Appįirst, tap Settings in the bottom right hand corner. Upon receipt, the individual that you invited will be able to update their profile with their name, photo, and other vital information. An invitation to the email address or phone number will be sent automatically. If a user is set with either a role of Both or Technician, when a home address is entered their scheduled appointments will show their route starting from this address.Īfter you have the technicians basic information, you are able to update working hours for your technician. You can also add a user's home address to their profile. It is very important that you include at least a First Name/ Last Name and either a MOBILE Phone Number or an email address - users can login to the applications with either method (email, phone number) at any time they wish - and save your changes. Navigate to Settings option from the menu on the left and then choose Team. In the Team settings, find the option that says Create User at the top. That will open up the Edit User dialog on the right where you can enter all of their personal information under the INFO tab. Below explains the simple steps from each platform. Each team member can be invited using a unique email address or cell phone number. You can add a new Team member to your organization from both the web application and mobile app. ![]() Keep in mind, this will mean John Smith will probably not be able to reset their password UNLESS they have access to the address. If your company email address is and the user you're creating is "John Smith", you can add the user with an email address such as - any emails to this address will likely arrive at your inbox. Below will mean that all notifications to the email address will arrive in one email address/inbox.Īdd a user which combines your company email address and their first & last name. If you do not have unique email addresses nor wish to utilize personal email addresses for your team, we've explained a simple work-around. Users with Dispatcher or Both roles can assign a password to a user by opening the user profile within These passwords are unique to the user who's assigned the email address. Email AddressesĪssigning an email address to a user requires entering a recorded password. If you're attempting to use a phone number but receiving an error, contact us for help. Meaning, 55 can not exist on multiple user accounts. For instance, if a user is assigned 55 and attempts to login to the mobile application with that phone number, a 4-digit code will be sent to the 55 number - the user will then need to enter the 4-digit code on the Verification Code screen to complete their login process.Ī phone number can only exist once for a single active user across our platform. Phone NumbersĪssigning a phone number to a user requires that the individual can receive an SMS (TEXT) message in order to use a temporary 4-digit verification code. ![]() In order for a user to login to our applications, they will need at least one of the two details on their user account. Users can login to our applications with either method, and we've outlined each below. Within our application several activities can be tracked in case it's necessary to know who performed a certain action - actions such as Appointment Scheduled and Note Added.Įach user can have a unique mobile phone number and/or email address assigned. It's highly recommended that each person in your team, whether an office manager, scheduler, or field staff, utilizes their own individual user account. Deactivating and Reactivating Your TeamĮach user within your company's "team" can be listed as a unique individual. ![]()
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