First Login

Agency Setup Wizard

Preview the guided onboarding path for a new agency. The wizard uses a fictional sample agency and avoids real customer or personal demo data.

Setup path

1
Agency information

Confirm agency name, timezone, week start, time format, and pay period settings.

Required
2
Template selection

Start from Dispatch, Police, Fire, EMS, Corrections, Nursing, or Generic templates.

Template
3
Roles and qualifications

Define positions, supervisor roles, and required certifications.

Required
4
Shift patterns and coverage

Configure shift groups, coverage minimums, maximums, and coverage spots.

Required
5
Leave banks and request rules

Enable banks, increment rules, reasons, admin override, and VOT settings.

Rules
6
Import employees and invite users

Add employees manually, import CSV data, assign roles, and prepare invitations.

Launch

Fictional setup sample

Agency

City of Fairview
Dispatch Center
America/Chicago

Coverage

Day Shift: min 2, preferred 3
Night Shift: min 2, preferred 2

Rules

15-minute request increments
Admin override allowed
Dispatch reason template