The Workload Dashboard shows you how customers are distributed across your staff team.

Go to DMSI DDLS > Team > Workload to view it.

Admin-Side Feature
This dashboard is for internal staff management only. Customers do not see this.

What the Dashboard Shows #

The dashboard displays customers from your DDLS customer database and indicates:

• Which customers are assigned to a specific staff member
• Which customers are unassigned (not assigned to any staff member)

This helps you see at a glance whether your support load is evenly distributed, and identify customers who are not being actively managed.

How Customer Assignment Works #

Customer assignment is recorded in the assigned_team_member_id column on the DDLS customers table. You can assign customers to staff members from the DDLS Customers area.

When a staff member is removed from the team, their customer assignments remain but show as unassigned in the dashboard, prompting you to redistribute those customers.

Use Cases #

• Spot unattended accounts – Immediately see which customers have no staff member assigned
• Balance workload – If one staff member has 80% of accounts, redistribute
• Onboarding – When adding a new staff member, use the dashboard to assign them a reasonable initial workload

Required Permission #

To view the Workload Dashboard, a staff member must have the dmsi_view_customers capability (or any role that implies it, such as Support, Manager, or Admin).