> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cadmus-cad.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin and manager setup guide

> For AgencyAdmin, OrgAdmin, and supervisors who configure Web Admin and verify behavior in Dispatch CAD (and Mobile CAD).

For **AgencyAdmin**, **OrgAdmin**, and supervisors who configure **Web Admin** and verify behavior in **Dispatch CAD** (and **Mobile CAD**).

Use this as a go-live checklist: change settings in admin, then confirm in dispatch before training the full shift.

<Note>Screenshot placeholder: Split view — Web Admin agency settings and Dispatch CAD dashboard</Note>

## Who this is for

| Role                  | Typical use                                                            |
| --------------------- | ---------------------------------------------------------------------- |
| **AgencyAdmin**       | Agency toggles, units, quick calls, command aliases                    |
| **OrgAdmin**          | Users, incident types, GIS uploads/publication, RapidSOS, org settings |
| **Small agency lead** | Both roles — see [Small agency admin](/admin/small-agency-admin)       |

## Before you start

1. Know whether you are in **Sandbox** or **Live** organization.
2. Use a dedicated admin account for configuration (not a shared dispatch login).
3. Keep a second browser or window: **Web Admin** + **Dispatch CAD**.

## Go-live checklist

### 1. Users and roles

**Web Admin:** [Users lifecycle](/admin/users-lifecycle)

* Invite dispatchers with **Dispatcher** role.
* Assign correct **agency access**.
* Deactivate test accounts before production.

**Verify in Dispatch CAD:**

* User signs in and sees expected org in header.
* Sidebar matches role ([Roles and access](/admin/roles-and-access)).

### 2. Incident types and New CFS

**Web Admin:** Organization **Incident types** — active types for your org.

**Verify in Dispatch CAD:**

* **New CFS** (F1) → types appear in dropdown.
* Create a test call in Sandbox; confirm type, priority, and numbering.

See [Create CFS workflow](/dispatch/create-cfs) and [New CFS form fields](/dispatch/cfs-form-fields).

### 3. Quick calls (F8–F12)

**Web Admin:** Organization **Quick Call Shortcuts** — map keys to incident types.

**Verify in Dispatch CAD:**

* Press each configured F-key from dashboard.
* Reload **Dispatch CAD** if a template was just added.

See [Quick calls and F-keys](/dispatch/quick-calls-fkeys).

### 4. Agency settings

**Web Admin:** [Agency settings (core)](/admin/agency-settings)

| Setting                         | Verify in dispatch / mobile                            |
| ------------------------------- | ------------------------------------------------------ |
| **State/NCIC Access**           | **Query** (F3) available when org CJIS also configured |
| **Traffic Stops Allowed**       | Mobile e-citation / traffic stop flows                 |
| **Separate RMS report numbers** | Close call / **REPORT#** behavior                      |
| Report number format            | Close with RTF assigns expected format                 |

### 5. CJIS and NCIC

**Web Admin:** [Integrations settings](/admin/integrations-overview)

1. **CadmusAdmin** sets org **CJIS site**.
2. **AgencyAdmin** enables **State/NCIC Access**.
3. User overrides only if policy requires ([User agency overrides](/admin/user-agency-overrides)).

**Verify in Dispatch CAD:**

* Run training query on Sandbox call — see [Queries and NCIC](/dispatch/queries-ncic).
* Confirm **CJIS Access Denied** is resolved before go-live.

### 6. Command line aliases

**Web Admin:** [Admin configuration (Web Admin)](/dispatch/command-admin-configuration) — **Command Aliases**, **Call Shortcodes**, **Disposition Codes**.

**Verify in Dispatch CAD:**

* Type **`HELP`** on dashboard and on call detail — lists match what you enabled.
* Dry-run test in admin **test** box if available.

See [Command Line](/dispatch/command-line-overview) overview.

### 7. Units and login

**Web Admin:** Units and vehicles for the agency.

**Verify in Dispatch CAD:**

* **Login User** (F2) — units appear, login succeeds.
* Mobile unit sees assignments — [Unit login and assignment](/dispatch/unit-login).

### 8. Notifications

**Web Admin:** [User notification preferences](/admin/user-notification-preferences) and org **Notification Templates**.

**Verify:**

* Dispatcher hears/sees alerts for test incident types.
* Mobile voice alerts if used — [Voice alerts](/mobile/voice-alerts).

### 8b. Dispatch SMS (if enabled)

**Web Admin:**

* **Notification Templates** (`/notification-templates`) — **Incident SMS** wording
* **Groups** — recipient lists for field supervisors
* User **phone numbers** on every SMS recipient

**Verify in Dispatch CAD:**

* **Send SMS** on a Sandbox test call — see [SMS templates and messaging](/dispatch/sms-templates-messaging)
* Confirm **SMS History** and send-results dialog

### 9. RapidSOS (if used)

**Web Admin:** [RapidSOS management](/admin/rapidsos-management)

Configure credentials and **Runtime Settings** (RAD-E, LEI, EDX, dispatch agency).

**Verify in Dispatch CAD:**

* Staged alerts on map → **Import** / **Create New CFS**
* Map layers **RapidSOS Locations** / **Breadcrumbs**
* **RapidSOS Lookup** or **Track Phone Number** on sandbox test number (when enabled)

See [Map and location](/dispatch/map-and-location).

### 9b. GIS uploads and publication

**Web Admin:** [GIS Data Management](/admin/gis-data-management)

Use this area to upload zipped GIS artifacts, review preview results, save field mappings, and publish organization-scoped GIS datasets.

**Verify in Dispatch CAD:**

* address validation succeeds for known addresses
* expected map overlays appear for the org
* no unexpected out-of-coverage behavior appears after publication

### 10. BOLOs and operational boards

**Verify in Dispatch CAD:**

* Create test BOLO — appears on **BOLOs** tab and in mobile [BOLOs and warrants](/mobile/bolos-and-warrants).
* Operational greaseboard categories match SOP — [BOLO, greaseboard, and wrecker](/dispatch/bolo-greaseboard-wrecker).

### 11. Citations (if used)

**Web Admin:** [Citation and report settings](/admin/citation-report-settings) and [Agency settings](/admin/agency-settings) (**CAD Module** / **E-Ticket Module**)

**Verify on Mobile CAD:**

* **E-Ticket** available when **E-Ticket Module** and **Traffic Stops Allowed** are on.
* **Call-linked** citations when **CAD Module** is on; **standalone** issue/sync when **CAD Module** is off (e-ticket-only agencies).
* See [E-citations overview](/mobile/ecitations-overview).

Citation-only agencies can skip dispatch/CFS setup (units, incident types for live dispatch) until they add full CAD later.

## Daily admin tasks

| Task                   | Where                                            |
| ---------------------- | ------------------------------------------------ |
| Add dispatcher         | Web Admin → Users                                |
| New incident type      | Web Admin → Incident types → reload Dispatch CAD |
| NCIC for one officer   | User override + CJIS already configured          |
| Shift pass-on note     | Dispatch CAD greaseboard or chat                 |
| Audit who has OrgAdmin | Web Admin → Users + written roster               |

## Common mistakes

| Mistake                                  | Fix                                            |
| ---------------------------------------- | ---------------------------------------------- |
| Configured Sandbox, dispatchers use Live | Match org names; sign out/in                   |
| NCIC on at agency, no CJIS site          | Org **Settings** → CJIS site first             |
| Quick call key silent                    | Template missing or inactive incident type     |
| Units empty on F2                        | Wrong agency or units not created under agency |
| RapidSOS test OK, map empty              | Wrong org credentials; check environment       |

## Escalation

Collect for Cadmus support: organization name, agency name, user email, time of issue, screenshots (no CJIS data or query responses).

See [Troubleshooting](/dispatch/troubleshooting) and [Web Admin troubleshooting](/admin/troubleshooting-audit).

## Related documentation

* **Web Admin** — [intro](/admin/introduction)
* **Mobile CAD** — settings that affect field units
* **Dispatch CAD** — [Getting started](/dispatch/getting-started)

## Warnings

<Warning>Test all NCIC and RapidSOS changes in Sandbox before Live.</Warning>

<Warning>Do not use production org for training exercises with real citizen phone numbers without agency policy approval.</Warning>