If you would like to create and assign a new Dispatcher, you can do so as long as you have access to the Field Service Admin application.
Choose App
- Locate and click on the App Launcher located on the far-left side of the page, just below the Salesforce blue cloud. This should look like 9 dots.
- In the Search field, type Field Service Admin and select it from the list.
Assigning a Dispatcher
- Locate and Select Field Service Settings on the navigation bar.
- Locate the Getting Started section and click on the Go to Guided Setup button.
- Click on the Create Dispatcher and Agents link on the left side of the page (item number 4).
- Click on the Add button and choose the User needed at the top of the screen. You will be able to select from Users created in your Salesforce org.
- Choose the Service Territory that your new Dispatcher will be dispatching for, then click on the Assign Service Territories button.
Notes:
- You can change a Dispatcher's Service Territory by hovering your cursor over the User (Dispatcher), and clicking Edit.
- You can manage Dispatcher licenses from this screen as well, by clicking the Dispatcher/Agent license buttons on the right side of each user.
