Order operations

Adding a Delivery or Dispatch Agent

Create a delivery-agent account so an authorized dispatch team member can process prepared order packages and manage the supported delivery workflow.

Before processing orders

A dispatch account is required

Before processing a new order for dispatch, create at least one authorized user with the Delivery Guy role. This account represents the delivery or dispatch department responsible for handling outgoing order packages.

AccessDedicated accountGive each responsible agent an individual account instead of sharing administrator credentials.

RoleDelivery GuySelect the correct role so SigmaCart displays the relevant delivery-agent fields and permissions.

OperationsDispatch workflowUse the account for supported order assignment, package dispatch, and delivery updates.

Open User Management

Sign in to the SigmaCart Admin Panel and navigate to:

Users → All User → Add New User

Select Add New User from the top-right section of the Users page. The account form will open in a dialog.

Create the delivery-agent account

Enter the full name. Use the agent’s legal or official name for internal account identification.
Add a unique email address. Use an address that belongs to the agent and is not assigned to another account.
Enter the phone number. Confirm the number is active and includes the correct format for your operating region.
Create a secure password. Use a strong, unique password that satisfies the minimum length shown in the form.
Select Delivery Guy as the role. This is the essential step that enables the delivery-agent profile fields.
Complete Delivery Guy Details. Enter the customer-visible name or nickname, age, profile photo, and every other required field shown by your SigmaCart version.
Review the information. Check contact details, identity information, role assignment, and operational data for accuracy.
Save the user. Submit the form and confirm the new delivery agent appears in the appropriate user or staff list.

Delivery-agent field reference

Field	Purpose and recommendation
Full Name	Identifies the account holder in the administration panel. Use the agent’s official name.
Email Address	Provides the account’s unique email identity and may be used for login or notifications.
Phone Number	Provides an operational contact number for dispatch and delivery coordination.
Password	Protects the account. Use a strong password and deliver it to the agent securely.
Role	Must be set to Delivery Guy for a delivery or dispatch account.
Name / Nickname	The delivery name that may be visible to customers in supported interfaces.
Age	Records the agent’s age when required by your organization or installed workflow.
Profile Photo	Helps administrators and customers identify the assigned agent where supported.
Additional details	Complete address, identity, vehicle, zone, availability, or other fields when displayed by your SigmaCart version.

Customer-visible information

The delivery name or nickname may be shown to customers. Use a professional name and review the profile photo before saving.

Permissions and account security

Create a separate account for each agent
Assign only the Delivery Guy role
Use a unique email and phone number
Require a strong private password
Verify the agent before activation
Review delivery permissions
Disable accounts when staff leave
Never share the main admin login

Apply least-privilege access

Do not assign an administrator role merely to process deliveries. Grant only the permissions required for dispatch and delivery operations.

Verify the delivery agent

Confirm the account appears. Locate the saved user in the applicable Users or Staff listing.
Verify the assigned role. Confirm the account is labeled as Delivery Guy.
Test sign-in. Ensure the agent can access the intended delivery interface without administrator-only sections.
Review order access. Confirm the agent can see only the orders and delivery actions permitted by your configuration.
Test an internal order. Assign a test order and verify the package-dispatch and status-update workflow.
Check notifications. Confirm supported push, SMS, email, or in-app notifications reach the correct account.

Troubleshooting

Problem	What to check
Delivery fields do not appear	Confirm that Delivery Guy is selected in the Role field.
User cannot be saved	Complete all required fields and check for a duplicate email address or phone number, invalid values, or an unsupported image.
Agent cannot sign in	Verify the email or phone, password, account status, correct application URL, and delivery-app settings.
Agent cannot see assigned orders	Review the role permissions, account status, order assignment, store or zone association, and application cache.
Customer sees incorrect agent details	Edit the profile and correct the customer-visible name, nickname, phone, or profile photo.
Agent no longer works with the store	Disable the account promptly, revoke active sessions where supported, and reassign open deliveries.

Dispatch team ready

After the account, role, permissions, sign-in, order access, and test dispatch are verified, the delivery agent is ready for operational assignments.

Adding delivery Guy / Dispatch Dept. #