User Roles and Permissions in Dispatch Science

Modified on Tue, 23 Sep at 4:30 PM

A User in Dispatch Science is anyone who logs into the platform using a unique username and password. Each user is assigned a role that determines their permissions. The Admin role has the highest level of access.

Creating a New User

To add a new user, follow these steps:

Navigate to Settings > System, then click New User.
Fill in all required fields (marked with a red asterisk *).
Select the appropriate User Role from the dropdown menu.

User Roles and Permissions

Dispatch Science provides several predefined user roles. You can also create or modify roles under Settings > Configurations > System > Roles.

Role	Permissions
Admin	Full access to all system features.
CSR (Customer Service Representative)	Can create and edit orders, accounts, users, and contacts. Can view drivers and the dispatch board but cannot dispatch orders.
CSR (Limited Access)	Same as CSR but cannot access accounts.
Dispatcher	Same as CSR plus can edit drivers and dispatch orders.
Dispatcher (No Price)	Same as Dispatcher but cannot view pricing.
Dispatcher (No Price, No Commission)	Same as Dispatcher but cannot view pricing or commissions.
Dispatcher (Limited Access)	Same as Dispatcher but cannot access accounts.
Salesperson	No system access but can be assigned to accounts as a salesperson.
Warehouse Worker	Can access the warehouse tab in the Driver App.

Important Notes

Password Requirements:
Passwords must have at least 12 characters and include:
- Uppercase and lowercase letters
- Numbers
- Special characters
Email Restrictions:
The same email address cannot be used across different Dispatch Science customers.
Role Management:
Roles are fully modifiable.
Archiving vs. Deleting Users:
Users cannot be deleted but can be archived using the Archive button in user settings.
User Notifications:
Notifications are not sent automatically. Customers must inform users when access has been granted.
Contact Languages:
Languages are limited to your tenant’s available set. To request changes, contact Dispatch Science Support.
User Activity Logs:
To review activity logs, click the Audit icon in the top-right corner when modifying a user.

For further assistance, please reach out to Dispatch Science Support.