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Team Management Best Practices

This article reviews the essentials for managing and getting the most out of your user profiles.

Alyse Brodhead avatar
Written by Alyse Brodhead
Updated over 2 weeks ago

There’s more to managing your company team in Dispatcher than you might think. Make sure you're keeping your team updated with these tips in mind to avoid missing out on useful information, running into errors, or overpaying for users.

Managing User Profiles

First things first, to add, remove, or manage a user's profile, go to

  1. Click Settings

  2. Click Company Company Team

For detailed instructions, check out "How do I Add or Remove a User?"

On the Company Team page, you'll find a list of Active user profiles. Click Show Disabled to view Inactive user profiles too.

If a team member returns, re-activate their old profile instead of creating a new one. Why it Matters:

  • Save yourself the hassle of re-entering the same information. The profile is already there for you!

  • Keep profile history and ensure accurate reporting by keeping all actions tied to a single profile, avoiding duplicate data.

  • Since email addresses serve as usernames, you can’t create multiple profiles with the same email. If you see an error when creating a profile, the email may already be in use.

If you deactivate a team member and don't plan to fill the position, let Dispatcher's Client Success Team know. We'll ensure your subscription is accurately updated and you're only charged for the seats you need.

User Access and Role Management

Each team member should have their own login credentials. Shared logins lead to lost activity records and confusion. While individual, valid email address ensure you can accurately track updates and ensure password recovery works smoothly.

Having Trouble Logging In?

If a user can’t log in, have them click Forgot Password on the login screen.

You can verify their email (username) on the Company Team page.

Do your Team Members have the Right Access?

Ensure the right people have the right access. Both roles have different permissions — check Page 6 of the Dispatcher User Manual for a breakdown and update your team members' roles accordingly.

Need to Track an Update Made by a Team Member?

Check the Activities Log to see actions by company, Account, Job, or Ticket — so you know exactly who did what and when.

Driver Location Tracking

Track your drivers' locations by ensuring the User Icon is Shown and location tracking is enabled.

  1. To view your drivers on the map, within their profile make sure Show User Icon is set to Yes.

    1. Within Dispatcher, go to Settings > Company Team > click on the driver’s name > click Edit Profile > select Yes under Show User Icon on Dispatch Map.

  2. Ensure Location Tracking is enabled within the driver's Dispatcher.com Mobile App and phone settings.

  3. Don’t forget to set your drivers' mobile device settings to "Always" or "While Using App" to allow Dispatcher to track their location.

    1. On the driver’s mobile device, go to Settings > find the Distpatcher.com Mobile App > tap Always.

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