The Accounts link can be seen only if the Accounts feature is enabled. When a business has multiple Distribution Centers or Locations from where Trucks leave and each of these Distribution Centers or Locations have independant Dispatchers, Managers etc., that is when Accounts can be enabled. Service Units and Dispatchers can be aligned to the respective Account. Account filters ensure that personnel from one location are not able to view the data of another location, thereby ensuring data privacy. That also means that they wouldn’t be able to work on Service Units, Reports, Surveys or indeed any data that belongs to any Location or Distribution Center but theirs.

Any number of Accounts can be created and any number of personnel or Service Units aligned with each of these Accounts.

To create an Account, click on the New button. In the window that appears, enter the required details in the appropriate box and then click on the Save button.

For a user with Admin rights, Account drop-down becomes available in the Service Units, Notification, Routing tabs as well as for the different reports in the Reports tab.

The Alert Email box is a box wherein multiple email addresses may be added, separated by commas, of all the people who would need to be alerted about an event present in the Alerts link in the Admin tab. In the Alerts link, when you click on the Edit icon for an Alert, in the Recipients box, you may just enter the {{Account_Alert_Email}} tag and all of the people whose email address is mentioned in the Alert Email box would receive the Alert.

The advantage with using the Alert Email box to specify the list of recipients in an Account is that you don’t have to populate the Recipient box of an Alert with all the addresses

The API Key box is used to enter the API key that is available in the API Key link in the Admin tab. This comes in to use if data needs to be exported from DispatchTrack (usually for importing data into a POS system) for a specific account/location.