Creating a Dashboard User

To create a user, go to Administration → Users:
 

Click Create and enter in the user's information:

• Login: enter the user's login.
• New Password: enter in the user's password.
• Confirm password: retype the user's password.
• First Name: enter the user's first name.
• Middle Name: enter the user's middle name.
• Last Name: enter the user's last name.
• Email: enter the user's email for them to be able to reset their password.
• Group: select the group of users that they are in (click here to read more about Access Groups).
• Map Center Coordinates: enter in the coordinates the Dispatcher Map will open to by default
• Map Zoom Level: choose the map zoom level from 0 to 20 (12 is recommended).

User Role

A role should be added for each user. For each user type, use one of the Roles from the list below:

 

User	Role	Description
Administrator of the entire network	Courier Admin/Olo Admin	Has access to all tabs and Brand level settings.
Dispatcher	Dispatcher/Store Manager	Has the same tabs as the Administrator except "Global Settings". Can't update entities.
Dispatch App User	Store App User / Store App Dispatcher	Store App Users have access to the mobile Dispatch app, and Store App Dispatchers can also assign drivers there.

Click Add to associate the user to a user role.

For full user-specific instructions for mobile application users, please see these articles:
Creating a User for Store App and Dispatch App
Creating a Driver
 

Team

Users must be attached to a Team. You will have a default Team pre-created, but if you'd like to create a new one – read this article.

Click Edit to associate the user to a Team. "All teams access" is recommended for Administrators.

Click Save and Close when you're done creating the user. The newly created user will appear in the list of users.