Manager guides
Manager documentation
Running your company on TacDesk — dashboard, rotas, compliance, clients, billing and add-ons.
Clients & sites
- Client Custom FormsClients can now build their own incident report forms through the Forms tab in the Client Portal, using the same form builder your managers use. This complements the company-wide Form Builder — that tool is for forms your firm designs; thisUpdated 17 July 2026
- Clients & sitesThe Clients tab manages your client and venue records. A client can be a single site or a parent record with multiple sub-sites beneath it — for example, a corporate client with offices across several cities.Updated 25 June 2026
- Mobile response & per-site billingMobile response supports officers who cover several sites per shift — mobile patrols, lock/unlock, keyholding and alarm response — instead of standing post at one venue. Officers clock on to a single roving mobile duty and record an arrive/Updated 29 June 2026
- Mobile response billing modesEach mobile-response site has its own billing mode so every client contract can be charged correctly. The mode you choose determines how invoice lines are calculated from the site-visit, patrol-round, and callout records officers create durUpdated 29 June 2026
Communications
- BOLO BroadcastsBOLOs ("Be On the Look-Out") are alert broadcasts that tell your guards to watch for a specific person, vehicle, item, or situation. They appear on guards' GuardHub dashboards and trigger a push notification when published.Updated 13 May 2026
- Initiating a lockdown (Martyn's Law)A lockdown broadcast is the highest-priority alert TacDesk can send. Use it for genuine emergencies: an active threat, an evacuation order, a shelter-in-place instruction, or a Run-Hide-Tell situation. This is a real operational tool — ensuUpdated 13 May 2026
- Memos — broadcast to your teamMemos let you send announcements to your team — site updates, reminders, policy notes, shift briefings, or a word of recognition. Guards see memos in their GuardHub when they log in.Updated 13 May 2026
Compliance
Dashboards & monitoring
- Callouts board and alarm responseThe Callouts board is your live view of alarm-response and keyholding callouts — who has been dispatched, how long they have been en route, and whether any response-time targets are at risk.Updated 29 June 2026
- Custom Dashboard (BETA)BETA: Custom Dashboard is currently in BETA. Behaviour may change as the feature develops. Use the in-hub Feedback button (the lightbulb icon in the top bar) to suggest widgets or report issues.Updated 13 May 2026
- Issues Hub (BETA)BETA: The Issues Hub is currently in BETA. Some behaviours may change.Updated 13 May 2026
- Management DashboardThe Dashboard tab is your home screen in the Management Hub — it's the first thing you see when you open the hub. It gives you a live picture of everything that matters during a shift.Updated 13 May 2026
- Missed clock-in/out explanationsWhen a guard does not clock in or out of a scheduled shift, TacDesk records it automatically and asks the guard to explain. Those explanations appear on the Issues page so you can see what happened.Updated 1 June 2026
- On-Duty BoardThe On-Duty Board is the live panel of clocked-in guards that sits on the Dashboard tab. It's not a separate tab — it's the main section of the Dashboard, below the KPI tiles. Use it as your quick "is everything OK?" glance during the shiftUpdated 17 June 2026
- TacBot — AI AssistantTacBot is the AI assistant built into your management dashboard. It can answer questions about your live data and perform actions on your behalf — creating shifts, reassigning guards, approving time off, sending messages, and more. Every acUpdated 25 May 2026
- Using TacBot for mobile dutyTacBot is the AI assistant built into your management dashboard. It can help you manage mobile duty operations using plain English commands — no need to navigate through menus.Updated 29 June 2026
Documents
Financials
- Finance Reports (BETA)BETA: This feature is in active development. Some behaviours may change.Updated 13 May 2026
- Financial Projections (BETA)BETA: This feature is in active development. Some behaviours may change.Updated 13 May 2026
- Hours Arbitration (BETA)BETA: This feature is in active development. Some behaviours may change.Updated 13 May 2026
Getting started
- Guided tour of the Management HubNew to the Management Hub? The guided tour takes you through the essentials — the dashboard, monitoring guards on duty, reviewing reports, and the tools available to you — in around two to three minutes. You can exit at any point without loUpdated 4 July 2026
- If your site's access is pausedOccasionally a TacDesk site can be paused at the organisation level. When this happens, guards and managers logging in see a full-screen "Account access paused" notice instead of their hub, and the system is temporarily unusable.Updated 19 May 2026
Operations
- Capacity OverviewThe Capacity Overview tab shows live venue occupancy across every site that has the Capacity Tracker enabled. It's gated by the capacity\tracker entitlement — if your company doesn't track venue capacity, the tab won't appear.Updated 13 May 2026
- Dispatcher DashboardThe Dispatcher Dashboard is a real-time control console for live event dispatch. It's designed for large events, multi-site operations, and control-room shifts where you need to actively orchestrate guards as conditions change.Updated 17 June 2026
- Fleet & vehicle managementThe Fleet tab manages your company's vehicles — vans, cars, motorcycles, or any vehicle used by guards on duty.Updated 13 May 2026
- Guard hours & payroll prepSenior managers and admins only. The Hours tab is restricted to senior managers and administrators. Managers and supervisors do not have access to this tab.Updated 13 May 2026
- Kit & equipment trackingThe Kit tab tracks every piece of equipment your company has in circulation — radios, torches, hi-vis vests, body-worn cameras, ID cards, keys, and anything else you issue to guards.Updated 13 May 2026
- NFC CheckpointsNFC Checkpoints are physical NFC stickers placed at key locations on a site. Guards tap their phone to a sticker during a patrol — the scan is recorded automatically with a timestamp and guard ID. This gives you verified, tamper-resistant pUpdated 13 May 2026
- Patrol Monitor (Live Map)The Patrol Monitor is a live, real-time map of guards currently on duty across the sites your role has access to. It's part of the Dispatcher add-on — if your company doesn't have it enabled, the tab won't appear. Speak to your administratoUpdated 13 May 2026
- Shift remindersTacDesk automatically reminds your guards before each scheduled shift starts. Reminders are sent on a tight schedule designed to minimise no-shows; you do not need to configure anything per guard.Updated 25 May 2026
- TacBot Auto DispatcherTacBot Auto Dispatcher attaches the nearest available officers to an incident the moment it is raised at a venue — and their phones tell them straight away. No one has to spot the incident and pick someone; TacBot does it for you, in secondUpdated 18 July 2026
People
- Access Requests (BETA)BETA: This feature is in active development. Some behaviours may change.Updated 13 May 2026
- Performance AnalyticsPerformance Analytics is a leaderboard view of all guards ranked by overall performance score. Use it to identify top performers, spot guards who may need support, and back up performance reviews with data.Updated 13 May 2026
- Performance Issues HubThe Performance Issues Hub surfaces individual guards' behavioural anomalies — repeated late clock-ins, missed check calls, missed patrol scans, and low report quality — so you can review and act on them in one place.Updated 13 May 2026
- Staff app onboarding — one-tap setupWhen you create a new staff member, their welcome email includes a one-tap setup link. Tapping it on their phone opens the TacDesk app and connects it to your company site automatically — they no longer need to type in a site address. No exUpdated 29 June 2026
- Users — guards, supervisors, managersThe Users tab is your complete roster — every guard, supervisor, manager, and admin in the system. From here you can add new staff, update details, manage roles, and control what supervisors can see.Updated 13 May 2026
Reports & approvals
- Check Calls (BETA)BETA: The Check Calls tab is currently in BETA. Some behaviours may change.Updated 13 May 2026
- Reports — review and approveThe Reports tab is where you review, approve, and organise every report filed by guards. It has three view modes — switch between them using the tab strip at the top of the page.Updated 13 May 2026
- Video Footage LibrarySenior managers and admins only. Other roles will not see this tab.Updated 13 May 2026
Rota & scheduling
Scheduling
- Holiday requestsThe Holiday tab is where you process time-off requests from your team. Guards submit requests from their GuardHub; they land here for your decision.Updated 19 May 2026
- Holiday settingsThe Holiday Settings tab configures company-wide holiday rules — how entitlement accrues, which dates are bank holidays, when booking is restricted, and how unused days are handled.Updated 13 May 2026
- Rota — scheduling shiftsThe Rota tab is the weekly shift calendar. Plan and assign shifts, copy week patterns, spot conflicts, and publish to your team — all from one view.Updated 13 May 2026
Settings
- Form BuilderThe Form Builder lets you design custom report forms tailored to your company's requirements — or to the specific needs of a particular client. Once published, the form appears in guards' Reports tab alongside the standard report types.Updated 13 May 2026
- Guard Hub BOLO Creation PermissionThe Raise BOLO (Guard Hub) permission lets a role raise BOLOs directly from the BOLOs tab in the Guard Hub, using an Add BOLO button that appears when the permission is active. It is separate from BOLO Management, which covers editing, archUpdated 17 June 2026
- Management SettingsThe Settings tab is the management control panel for company-wide configuration. Changes made here affect all users on your TacDesk site. The sections available depend on your company's enabled features and your role.Updated 28 May 2026
- Passkey PolicyAdmin only. The Passkey Policy tab is restricted to administrators. Senior managers and below do not have access to this tab.Updated 16 May 2026
- Site BrandingThe Branding section — found inside the Settings tab — lets you customise how TacDesk looks for your company. Changes affect the management hub, the GuardHub app, and (where supported) the native mobile apps.Updated 28 May 2026
- Terms & AgreementsThe Terms & Agreements section — inside the Settings tab, available to senior managers and administrators — lets you publish your own documents that every team member must read and accept before they can use the platform. This is in additioUpdated 3 June 2026