Creating and Managing a Master Account

Purpose

This guide explains how to create and configure a Master Account in Dispatch Science, allowing a self-service user to access multiple customer accounts using a single login.

Overview: What Is a Master Account?

A Master Account allows a self-service user to access two or more related customer accounts in Dispatch Science using the same login credentials. This is helpful when a user (e.g., a logistics coordinator or multi-site customer) needs to manage shipments across multiple locations or entities.

Prerequisites

1. At least two customer accounts must already exist in Dispatch Science.
2. A user must be created under one of these accounts (the "main" account).
3. You must have appropriate permissions to manage users and accounts.

Step-by-Step Instructions

1. Create or Identify Customer Accounts

Ensure the accounts to be grouped under the Master Account are already created:

• Navigate to Accounts in Dispatch Science.
• Confirm the existence of at least two active customer accounts that you intend to link.

2. Create a Self-Service User

1. Go to the Accounts tab.
2. Select the main customer account where the user will initially be created.
3. Click on Users > New User.
4. Enter the following:
   • Username
   • Email or Phone Number
   • Password(must meet the following rules):
     • At least 12 characters
     • At least 1 digit (0-9)
     • At least 1 non-alphanumeric character
     • At least 1 lowercase letter
   • Role: Select Account Administrator.
5. Save the user.

This user will log in to the Self-Service Portal using the credentials defined above.

3. Create the Master Account

1. Go to the Accounts section.
2. Select the Master Account tab.
3. Click New Master Account.
4. Complete the following fields:
   • Name (e.g., company or shipper name)
   • Address
   • City
   • Account Number
   • (Optional) Contact Name, Phone Number, and Email
5. Click Save.

4. Link Customer Accounts to the Master Account

1. In the Master Account list, click on the newly created Master Account to select it.
2. Click Edit in the Accounts section.
3. For each account to be linked:
   • Search by Account Name or Account Number.
   • Select the account.
   • Enter a Description (this will be shown to the self-service user in the portal).
   • (Optional) Customize the icon and color for visual distinction.
   • Click Save.
4. Repeat these steps for each account you want to associate with the Master Account.

5. Link the User to the Master Account

1. From the Master Account interface, search for the user you created earlier.
   • Use the Username (not email) for search.
2. Once the user is selected, check the box for each account to which this user should have access.
3. Click Save.

6. Test the Setup

To ensure everything is working:

1. Go to the Self-Service Portal.
2. Log in using the self-service user's credentials.
3. The user should be prompted to select an account upon login.
4. After selecting an account, the user can:
   • Place orders
   • View account-specific information
   • Switch accounts if necessary

Conclusion

You’ve now created a Master Account in Dispatch Science and linked multiple accounts and a user to it. This setup allows efficient management of multiple related accounts through a single user login in the Self-Service Portal.

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