Who is this help guide for?
This help guide shows managers, owners, or IT administrators how to create new users and how to enable dispatch for them.
Creating or editing a user
- In the Chexology Dashboard app.chexology.com go to the MANAGE section of the navigation bar and click Staff.
- Click New User + or Edit to modify an existing user.
- Enter or edit the user’s First Name, Last Name, and work Email.
Note: the phone number is optional unless your location is using Multi-Factor Authentication (MFA). To enable MFA, please contact your Client Success Manager.
- Select a role for the user. In this example, we are creating a Team Member.
Note: The other option, Owner, is meant for Managers, IT Admins, or anyone who needs to log in to the Chexology Dashboard to see reports and be able to create and delete users.
- If this team member will only receive dispatched actions and not assign them, click Save.
- If you want this user to be able to assign actions to others as a dispatcher (aka team lead), continue to the section below.
- All new users will receive email instructions to set up a password.
Enabling Dispatch for users
To give a user dispatch privileges, follow steps 1-4 in the previous section, then enable the CAN ASSIGN ACTIONS TO OTHERS checkbox.
Click Save to finish creating or editing the user.
This checkbox allows all users to assign actions from from their mobile devices as explained in the Dispatch for team leads help guide. Additionally, it allows Owners to assign actions using the Web Dispatch page in the Chexology Dashboard which is explained in the Using web dispatch help guide.
