Overview

The Admin section of DSP Ops Center is where you manage users, roles, permissions, system integrations, and audit logs. Only users with Admin permissions can access these features. This guide covers everything you need to configure and maintain your DSP Ops Center instance.

User Management

Accessing User Management

Navigate to Admin in the sidebar, then select the Users tab.

Creating Users

1. Click Add User.
2. Enter the user's name and email address.
3. Select a role from the dropdown (see Role Management below for details on available roles).
4. Click Create.

The new user will receive an email with login instructions. On their first login, they will be prompted to set a password and configure multi-factor authentication (MFA).

Editing Users

1. Find the user in the Users list.
2. Click their name to open the user detail view.
3. Update the role, name, or email as needed.
4. Click Save.

Changes take effect immediately. The user's navigation and available actions will update on their next page load.

Force Password Reset

If a user needs to reset their password (forgotten password, suspected compromise, or security policy):

1. Open the user's detail view.
2. Click Force Password Reset.
3. The user will be required to set a new password on their next login.

MFA Management

If a user is locked out of their account due to losing access to their authenticator app:

1. Open the user's detail view.
2. Click Reset MFA.
3. The user will be prompted to set up MFA again on their next login.

Session Management

If you need to immediately revoke a user's access (e.g., security incident, role change, or termination):

1. Open the user's detail view.
2. Click Force Logout (Revoke All Sessions).
3. All of the user's active sessions are invalidated immediately.

The user will be required to log in again on all devices.

Deactivating and Deleting Users

To deactivate or delete a user, open their profile from the Admin > Users list and look for the Deactivate or Delete buttons in the user detail view.

• Deactivate — Prevents the user from logging in while preserving their data and audit history. Use this for employees on leave or temporary separations. A deactivated account can be reactivated later.
• Delete — Permanently removes the user account. Use this only when the user record is no longer needed. This action cannot be undone.

Role Management

Accessing Role Management

Navigate to Admin in the sidebar, then select the Roles tab.

Default Roles

DSP Ops Center includes the following built-in roles:

Creating Custom Roles

If the built-in roles do not match your organizational structure, you can create custom roles:

1. Click Create Role.
2. Enter a role name (e.g., "Senior Dispatcher", "Training Coordinator").
3. Configure permissions (see below).
4. Click Save.

Permission Assignment

Permissions in DSP Ops Center are granular. Each permission is defined as a combination of a module and an action.

Permission modules:

Permission actions:

When editing a role, toggle individual permissions on or off for each module-action combination. The permission matrix provides a clear visual layout of what each role can do.

Permission Scopes

Some permissions support scoping to limit access:

Use scoping to create roles that give employees visibility into their own data (schedules, performance scores, documents) without exposing other employees' information.

System Settings

Accessing System Settings

Navigate to Admin in the sidebar, then select Settings.

System settings control the integrations and external services that DSP Ops Center connects with. All credentials entered here are encrypted at rest using enterprise-grade encryption.

Integration Configuration

SendGrid (Email Notifications)

SendGrid powers automated email notifications including onboarding communications, report deliveries, and system alerts.

Twilio (SMS Notifications)

Twilio enables SMS notifications to employees for time-sensitive communications.

DSP Chat (Internal Notifications)

DSP Chat integration enables real-time notifications delivered directly to your team's chat platform.

See the DSP Chat Integration guide for full details on what notifications are sent and how to configure them.

Google Sheets (Employee Import)

Google Sheets integration enables bulk employee import from a shared spreadsheet.

Fleetio (Fleet Sync)

Fleetio integration syncs vehicle data, service entries, and meter readings from your Fleetio account into DSP Ops Center.

The sync process:

• Vehicles — Matched by VIN. Only existing vehicles in DSP Ops Center are updated (no new vehicles are created).
• Service Entries — New service records are imported and deduplicated by label.
• Meter Entries — New meter readings are imported and deduplicated by source ID.

Zoho Mail (Email Account Sync)

Zoho Mail integration syncs work email accounts to employee records, automatically matching Zoho mail accounts to employees by name.

The sync runs automatically daily at 7:00 AM Central Time, or can be triggered manually from the onboarding page using the Sync Zoho Mail button.

AWS S3 / Object Storage (Document Storage)

Object storage powers the document management system, storing uploaded files securely.

Testing Connections

After configuring an integration, verify that it works:

• DSP Chat — Click the Test Connection button in the DSP Chat settings section (under Admin > Settings) to confirm DSP Ops Center can reach your Chat server.
• Fleetio — Click the Sync button on the Fleet page to trigger a test sync and confirm your credentials are valid.
• Zoho Mail — Click the Sync Zoho Mail button on the Onboarding page to verify the connection.
• SendGrid, Twilio, Google Sheets, and S3 — These integrations are verified when they are first used (e.g., when an email is sent or a file is uploaded). If you encounter errors, double-check your credentials in Admin > Settings.

If a test fails, double-check that you copied and pasted the credentials exactly — extra spaces or missing characters are the most common cause of connection failures.

Audit Log

Accessing the Audit Log

Navigate to Admin in the sidebar, then select Audit Log.

What Is Logged

DSP Ops Center logs all significant user actions, creating a comprehensive audit trail:

• Authentication events — Logins, logouts, failed login attempts, MFA setup.
• Data modifications — Creating, editing, and deleting records across all modules.
• Document access — Viewing, downloading, and uploading documents.
• Administrative actions — Role changes, user creation, permission modifications, settings updates.
• Break-glass access — Emergency access events are logged with elevated visibility.

Each log entry includes:

Searching and Filtering

Use the search and filter controls to narrow down audit log entries:

• User filter — View actions by a specific user.
• Action type filter — Filter by action category (create, update, delete, view, login, etc.).
• Date range — Limit results to a specific time period.
• Keyword search — Search across all log fields.

Exporting Audit Logs

Click Export CSV to download the current filtered view as a CSV file. This is useful for:

• Compliance reporting and audits.
• Incident investigations.
• Sharing access records with legal or HR teams.
• Archiving audit data for long-term retention.

Onboarding Stage Configuration

Accessing Stage Configuration

Navigate to Admin in the sidebar, then select Onboarding Stages.

Customizing Pipeline Stages

The onboarding pipeline uses a Kanban-style board where new hires move through stages from initial contact to fully onboarded. You can customize these stages to match your onboarding workflow.

To add a stage:

1. Click Add Stage.
2. Enter the stage name (e.g., "Background Check", "Road Test", "Shadow Rides").
3. Set the display order to control where the stage appears in the pipeline.
4. Click Save.

To edit a stage:

1. Click the edit icon next to the stage name.
2. Update the name, order, or settings.
3. Click Save.

To remove a stage:

1. Ensure no employees are currently in the stage (move them first).
2. Click the delete icon next to the stage.
3. Confirm the deletion.

Setting SLA Targets

Each onboarding stage can have a Service Level Agreement (SLA) target — the maximum number of days an employee should remain in that stage before moving forward.

1. Edit the stage.
2. Set the SLA target in days.
3. Click Save.

When an employee exceeds the SLA target for their current stage, the onboarding board will visually flag them so managers can investigate and take action.

Best Practices

• Audit user access quarterly — Review user accounts and roles every quarter. Deactivate accounts for users who have left the organization. Verify that role assignments still match job responsibilities.
• Give users only the access they need for their job — Start with a restrictive role and add permissions as needed. It is easier to add permissions later than to deal with someone accidentally changing something they should not have access to.
• Test integrations after credential rotation — When you rotate API keys or tokens for external services, immediately test the connection in DSP Ops Center to ensure the new credentials work.
• Export audit logs regularly — For compliance purposes, export and archive audit logs on a monthly or quarterly basis.
• Document your custom roles — If you create custom roles, keep a simple internal reference explaining what each role is for and who should be assigned to it.

Getting Help

If you have questions about admin settings, user management, or role configuration, contact DSP Platform support through your account dashboard at dsp-platform.com.