Managing Your Team

Use this article to learn how to update all user and team settings.


Adding a Team Member

You can add a new Team member to your organization from both the web application and mobile app. Each team member can be invited using a unique email address or cell phone number. Below explains the simple steps from each platform.

Article Sections

  1. Web Application
  2. Mobile App

Web Application

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

In the Team Settings, click on 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. It is very important that you include at least a First Name/Last Name, and either a MOBILE Phone Number (for Technicians) or an email address (for other Dispatchers or dual role users).

When done, scroll down and click Save.

An invitation to the email address or phone number will be sent automatically. Upon receipt, the individual that you invited will be able to update their profile with their name, photo, and other vital information. 


Mobile App

First, tap  Menu in the bottom right corner of the app.

Then tap Settings.

In the Settings menu, tap  Team.

After that, tap Team Members.

Then tap the Plus button, 

On the next screen, enter the individual's  Email 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.

You can add a new Team member to your organization from both the web application and mobile app. Each team member can be invited using a unique email address or cell phone number. Below explains the simple steps from each platform.

Article Sections

  1. Web Application
  2. Mobile App

Web Application

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

In the Team Settings, click on 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. It is very important that you include at least a First Name/Last Name, and either a MOBILE Phone Number (for Technicians) or an email address (for other Dispatchers or dual role users).

When done, scroll down and click Save.

An invitation to the email address or phone number will be sent automatically. Upon receipt, the individual that you invited will be able to update their profile with their name, photo, and other vital information. 


Mobile App

First, tap  Menu in the bottom right corner of the app.

Then tap Settings.

In the Settings menu, tap  Team.

After that, tap Team Members.

Then tap the Plus button, 

On the next screen, enter the individual's  Email 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.


Changing User Roles

Dispatchers can change their own role or that of other Team members in the web application. To learn more about the different Roles, refer to this article.

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

In the Team list, find your name and click on the record. It should be marked as "me" if you are logged in.

That 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.


Updating your Password

Dispatchers who use the web application can login with their mobile phone number, or with an email address and password. To change your password on your account, follow the below instructions.

Article Sections

  1. Settings
  2. Login

Settings

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

In the Team list, find your name and click on the record. It should be marked as "me" if you are logged in.

That will open up the Edit User dialog on the right, where you will find the Password field.

You can click on Show Password to see your new password as you enter it. When done, scroll down and click Save.

Your new password will then be active.


Login

If you don't remember your password, you can use the Forgot Password link on the login screen to reset it. Enter your email address and click Submit.

An automated email will be sent to you that will take you through the password reset process.


Adding User Photo

Adding a photo to user accounts helps personalize the service experience for your customer, allowing them to see exactly who will arrive at their door or who will speak with them. In order to maximize your customer's comfort and experience with your organization, we advise that you upload a good, professional photo of all field service providers that makes them clearly identifiable and makes a positive impression.

You can add or change a personal photo from either the web application or the mobile app. If your role is Dispatcher or Both, you also can add or change photos of all users in Dispatch via web application or mobile app. Refer to this article to learn more about Roles in Dispatch.

Article Sections

  1. Web Application
  2. Mobile App

Web Application

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

In the Team list, find the user's name and click on the record.

That will open up the Edit User dialog on the right, where you will find this image upload icon in the top left. We recommend a square image to properly display the entire image in our application. A square image would be similar to a 500px X 500px image file, otherwise part of the image will be cropped out automatically when resized to fit all parts of the Dispatch application.

A dialog will allow you to navigate to the folder where the image is stored on your computer, select it, and click Open. After uploading the image, scroll down and click Save.

The new profile Photo will then be active and appear in the Customer Portal and Dispatch alerts.

NOTE: Users with a Role of Dispatcher or Both may upload Photos of other users. Technicians may only upload Photos of themselves via the mobile app.


Mobile App

Adding a photo to your profile from the Dispatch mobile app is equally as simple. When you open the app select Menu from the options at the bottom of the screen.

Tap  Settings.

Then tap  Personal.

You'll see a screen like the one below outlining your profile and with an Edit button about halfway down on the right. 

Tap Edit, then scroll to the bottom of the next page and tap the Profile Image section.

You will have the option to take a photo of yourself using your device's camera, or you can choose to upload a photo that is stored on your device. After your photo is successfully uploaded, you should be able to see it next to Profile Image.

Once you successfully upload your photo, be sure to save it by tapping Save in the upper right-hand corner of the page.

Dispatchers only: edit Team Photos

Users with a Dispatcher role can also perform these same actions for other team members in the mobile app. Start by tapping on Menu in the bottom navigation bar.

Tap on Settings.

Then, tap on  Team.

On the next screen, tap  Team Members.

You can then choose from the list to add or change a particular individual's photo in the same way as covered in the mobile app section above


Deactivating and Reactivating your Team

Below we'll cover how to Deactivate and Reactivate members of your team.

While we hope every team member is a lifelong hire, obviously there are times when this isn't the case. In such situations, you will want to deactivate a user in the web application to protect your vital business information. If you resume doing business with this individual in the future, you can reactivate them as a member of your organization, providing them access again and letting you schedule them on jobs and appointments.


Deactivating Users

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

In the Team list, find the name of the individual that you wish to deactivate and click on the record.

That will open up the Edit User dialog on the right. At the bottom, you will find a Deactivate button.

Click Save.

 This user will now appear in the Deactivated users list below your Team list.

NOTE: Deactivating users will not delete their profile, but it will remove them from showing on the schedule, prevent them from being assigned new appointments, and disallow their access to the organization's information. We do not provide a way to deactivate from the mobile app at this time.

Reactivating Users

Click the Settings option from the menu on the left.

The Settings menu will open to the  Team page by default. If you are already in Settings, you can click on Team as well.

Below the Team list, you will find the list of Deactivated users. Click on the name of the individual that you would like to reactivate to open the Edit User dialog.

At the bottom, you will find a Reactivate button.

Click Save.

 This user will now appear in the in your Team list as a regular user.

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