If you want to give other associates in your company access to work in Client Center, you first need to add them in the system. You can assign your new user to the role of Admin, Operations, or Pickup point employee. Let's walk through how to add your new user in Client Center.

How to add a user in Client Center

1. Go to Client Center and sign in. After you sign in, the Dispatcher page opens.

2. Select the Users tab. 

3. Click the Add new user button in the upper-right corner. The Add New User page opens.

4. Enter the user's details—including First Name, Last Name, and Email—in the fields provided. 

5. You can specify if the user would exist in the Production or Sandbox environment by clicking the radio buttons. When Sandbox is selected, the user will be set up in simulated environments used for testing and training purposes. Actions or changes made in sandboxes are isolated and won’t affect parent accounts. For example: deliveries booked in sandboxes won’t be fulfilled.

6. Select the user's role type from the drop-down menu (if you select Pickup Point Employee, you also need to select the Pickup Point Name applicable for that employee):

   • Admin: an Admin user can add/edit other users and view information (including company details, Dispatcher details, and Pickup Points)

   • Operations: an Operations user can view information (including company details, Dispatcher details, and Pickup Points)

   • Pickup point employee: a Pickup point employee can view information (Dispatcher details and Pickup points that the user is assigned to)

7. Click the Save button.

For more information about types of users, see this User types article.