What a small agency admin can do
Organization
Manage incident types, tags, common places, and GIS radius settings that apply across your entire organization.
Agency
Configure units, vehicles, NCIC and traffic stop toggles, and RMS report number formats for your agency.
Users
Invite dispatchers and officers, assign roles, adjust agency access, and deactivate departing staff.
Field
The same person can also log in to Dispatch CAD and work active calls — the roles do not prevent field or dispatch use.
Set up a small agency admin account
1
Create or select the user
In Web Admin, navigate to Users and either create a new user or select an existing one.
2
Assign the OrgAdmin role
Edit the user and set their role to OrgAdmin for the organization. This grants access to incident types, org settings, GIS configuration, and org-wide user management.
3
Assign AgencyAdmin access
Assign the user AgencyAdmin (or the appropriate agency access level) for the primary agency. This grants access to units, vehicles, and agency-level settings.
4
Confirm access to both settings areas
Verify the user can open Settings (organization-level) and Agencies → Settings (agency-level) in Web Admin.
5
Sign in and verify both products
Have the user sign in to both Web Admin and Dispatch CAD and confirm that the expected sidebar items appear in each product.
Your Cadmus implementer may pre-provision users in Clerk during go-live. If accounts were already created, confirm with your IT team before creating duplicates.
Daily workflow tips
For a full go-live checklist spanning Web Admin, Dispatch CAD, and Mobile CAD, see the Admin and manager setup guide.- Configure incident types and quick calls before go-live so dispatchers have the call types they need from day one.
- Set agency settings — traffic stops, NCIC, CAD and E-Ticket modules — before training officers on the mobile app, so officers see the correct workflows during training.
- Use the Sandbox organization for training exercises if your deployment includes a paired sandbox tenant. Changes made in Sandbox do not affect production data.
- Document in writing who holds OrgAdmin for your organization. That person has broad power over the entire system and should be reachable during incidents and audits.
E-ticket-only go-live checklist
Use this when the agency wants electronic citations only (no dispatch CAD):1
Create the agency
In Web Admin → Agencies, create the agency or select an existing one.
2
Set modules
On Settings, turn CAD Module off and E-Ticket Module on. Leave Traffic Stops Allowed on unless policy says otherwise.
3
Configure citations
Complete Citation and report settings: template, charge codes, court info, and citation number blocks.
4
Invite officers
Add users with mobile access for that agency. They do not need dispatch training for CFS workflows.
5
Verify on a device
Sign in to Mobile CAD. Confirm E-Ticket appears, Calls/Map are hidden, and a test citation issues and syncs without a linked call.
Common mistakes
- Giving OrgAdmin to every officer — OrgAdmin grants visibility and control across all agencies in the organization. Assign it only to the person who actually needs org-wide configuration access.
- Enabling NCIC at the agency without org CJIS configured — the agency-level toggle is necessary but not sufficient; org CJIS routing must also be set up before queries will succeed.
- Editing the Sandbox org thinking it is production — confirm which organization is selected in the Web Admin header before making any configuration change.