Creating a User for Dispatch App

If you are going to use the Cartwheel Dispatch App, you need to create a separate user with one of the following roles:

• Dispatch App User: Grants the user access to the Dispatch App without the ability to assign orders.
• Dispatch App Dispatcher: Grants the user access to the Dispatch App with the ability to assign orders to drivers.

These roles enable users to utilize features of both apps, differing only in the ability to assign orders to drivers.

 

Creating a User

To create a user for the Dispatch App, go to Administration → Users:

Under Roles, click Add. Add the Dispatch App Dispatcher or Dispatch App User role to the user and click Select.

Click Create and enter in the user's information:

Roles

Under Roles, click Add. Add the Dispatch App Dispatcher or Dispatch App User role to the user and click Select.

When finished entering all the information for the user, click Save and Close.

Note: You can also add this role to an existing user account. To do that, go to Administration > Users > select the user account from the list > Edit > Roles > add the Dispatch App Dispatcher/User role > Save and Close.

Linking the Dispatch App User to a Pick-up location

You can grant access to Pick-up locations for Dispatch App users in two ways:

1. Automatically: By assigning the Dispatch App User/Dispatcher role to the account, users will automatically gain access to all Pick-up locations within the Teams to which they are assigned. This enables them to view live orders from these locations and create new ones. If the "All teams access" checkbox is selected, the user will have access to all Pick-Up locations from all Teams.
   
   
2. Manually: If needed, you can manually link a Dispatch App user to a specific Pick-up location. To do this, follow these steps:

• Go to Properties > Pick-up Locations, create a new or find the location on the list and click Edit.
• Open the "Dispatch App Users" tab and select the Dispatch App user from the list.

• Then press Save and Close.

Explore our articles to learn how to use the Dispatch App.