Using Group Management
With the Groups Management feature in Dispatch, you have another way to provide access to the right information to the right users in your organization. You can create groups that reflect your organizational structure by Team members, Service Types, and Zip Codes in the web application's Settings.
By default you should be in the Team Settings, or you can click on Team.
Click on Create Group.
Doing so will open the Create Group dialog on the right side of your screen.
You should begin by giving the Group a Name.
Next, click Add Technician to choose individuals to add to this Group.
If you desire, you can click on the top tab to add certain Service Types to the Group. For more information on Service Types, see this article.
You can also restrict your Group geographically by clicking on the Zip Codes tab.
When done editing, click Save to finish creating your Group.
Now you will see that name you gave the Group in your Team list, as well as all Technicians who belong to the Group below that. In order to Edit the Group, simply click on the Group name.
After you have created your first Group, a new Groups filter button will appear at the top of the Jobs and Schedule pages.
Choosing a Group from this dropdown will filter your Jobs list to only show Jobs associated with that Group's Technicians, Service Types, and Zip Codes.
NOTE: There are two important aspects of Groups that are worth knowing:
- If a particular Job's Zip Code does not match any of your existing Groups, the Job will appear under all Groups.
- All individuals with a Role of Dispatcher or Both can edit and delete all Groups.