Introduction
Hello, and welcome to Super Dispatch! If this is your first time in the Help Center, then welcome! We are so glad to have you here and a part of our amazing platform! Today, we will be going over Managing Dispatchers inside of Carrier TMS! This tool is a valuable asset to our platform, and will make using Super Dispatch a breeze! Please, check out the information below for more details!
Dispatcher Page
Adding dispatchers is a breeze! Here's a step-by-step guide to help you through the process:
Navigate to the Dispatch Page: Begin by locating the Dispatch Page, which can be found at the bottom left corner of your screen. This is your starting point.
Open the Dispatchers Section: Once you're on the Dispatch Page, look for the "Dispatchers" option. Clicking on this will open up the necessary interface for adding dispatchers.
Note: Look for the circle icon. Your company name should be below it. If you can't see this icon you may be either on the app, the wrong page, or you may have you zoom set to high to see it. Please check the image below to make sure you screen looks similar.
Once you have navigated to the Dispatcher Page, your screen should now resemble the following layout 👇
Adding Dispatchers
Now that you have successfully navigated to the Manage Dispatchers Page, we can begin the process of adding a new dispatcher. Follow the steps outlined below to get started:
Locate the "Invite Dispatcher" Button: On the Manage Dispatchers Page, find the "Add Dispatcher" button. Once you have found it, please click it to add a new Dispatcher
Fill in the Required Information: Complete the invitation by providing the required information for the new dispatcher. Ensure all fields are accurately filled out to avoid any issues.
Submit the Form: Once you have entered all the necessary details, click on the "Send Invite" button to finalize the addition of the new dispatcher. Once you have done so you will get a screen that is similar to this 👇
Resend Invite: If for some reason the Dispatcher doesn't receive the invitation you can click the Resend Invite button in the upper right hand corner
Cancel Invitation: Lets say for some reason you want to cancel the invitation. Either something was entered incorrectly, or you added someone by mistake. Once the invitation is sent you can click the Cancel invite
By following these steps, you will successfully add a new dispatcher to your system.
Dispatchers View
Let's take a detailed look at what the dispatcher will experience once the invitation has been sent. This walkthrough will help you understand each step from their perspective:
Receiving the Invitation Email:** The dispatcher will first receive an invitation email in their inbox. This email contains essential information and instructions for joining the system. Ensure they check their spam or junk folders if they don't see it right away.
Opening the Email: Upon opening the email, the dispatcher will find a clear and concise message, explaining the purpose of the invitation and providing a direct link to accept it. This link is typically labeled "Accept Invitation" or something similar.
Clicking the Invitation Link: By clicking on the invitation link, the dispatcher will be redirected to the registration page. Here, they will either create a new account by filling out all of their information.
Completing the Registration Process: If the dispatcher is creating a new account, they will need to fill out a registration form with their personal and contact information. This process is straightforward and designed to be user-friendly.
Confirmation and Access: Once the registration is complete, the dispatcher will receive a confirmation message indicating that their account is now active. They will then have immediate access to the dispatcher portal, where they can begin their duties.
By understanding these steps, you can better anticipate any questions or issues the dispatcher might encounter and provide them with the necessary support.
Requesting To Join
Dispatchers may also request to join your company by following the signup process just like you did when you first signed up for Super Dispatch. Below is a video that shows how this process works
Once they have signed up you will receive a request that looks like this
From here you can either accept or deny the request!
Note: If you do not recognize the email or name, please do not accept the invitation!
Once you have accepted their request they will get an email letting them know! From they can click open Carrier TMS and login!
Errors
Both you and the dispatcher might encounter some errors during the process. To ensure you are well-prepared, let's go through some common issues and how to address them:
Invitation Email Not Received:
Cause: Sometimes, invitation emails may get filtered into the spam or junk folders.
Solution: Advise the dispatcher to check their spam or junk folders. If the email is still not found, verify the email address entered and resend the invitation.
Invalid Invitation Link:
Cause: The invitation link may become invalid if it has expired or been used already.
Solution: If the link has expired, send a new invitation. If it has already been used, ensure the dispatcher logs in using the credentials they created upon accepting the first invitation.
Registration Form Errors:
Cause: Errors may occur if required fields are left blank or information is entered incorrectly.
Solution: Review the form with the dispatcher to ensure all mandatory fields are completed accurately. Correct any typographical errors and ensure all information is provided.
Account Already Exists:
Cause: The dispatcher may already have an account in the system.
Solution: Contact the Support Team so they can take a look, or have the dispatcher use a different email address.
Access Denied After Registration:
Cause: There may be a delay in account activation or permission settings may need adjustment.
Solution: Confirm that the dispatcher’s account has been activated. If access is still denied, review the permission settings to ensure they have the appropriate access rights.
Technical Issues or System Errors:
Cause: Unexpected technical glitches or system errors can occur.
Solution: Report the issue to your technical support team for resolution. Provide any error messages or screenshots to help diagnose the problem.
By familiarizing yourself with these potential issues and their solutions, you can assist the dispatcher more effectively and ensure a smooth onboarding process. Let's dive into each of these scenarios in more detail to equip you with the knowledge needed to handle them confidently.
Conclusion
Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at [email protected], or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We're here to help and look forward to assisting you! 🚚