Working with Orders - Assigning Users

Order Status Growth Plan Required

Once you have created Users in the app, you can assign them to the orders they are responsible

for.

In this section:

• Only Allow Users to See Assigned Orders
• Assign Users to orders
• Show the "Assigned To" column on the Order page
• Show My Orders

Admin Users can see all orders regardless of who they are assigned to.

Standard Users can be configured to see all orders or limited to only the orders they have been assigned to

• Navigate to the Users page
• Press ...
• Select Edit
• Check Only see orders assigned to user
• Press Save

• Navigate to the Orders page
• Select the checkbox next to the orders you want to assign a user
• Select More Actions
• Select Assign Users
• Select the checkbox next to each user you want to assign to the order
• Press Save

The Assigned To column will show the users that have been assigned to each order. The table will show the user badges for the first three users. If there are more than three users assigned to an order, you can select the "+" to see the entire list of users.

• Navigate to the Settings page
• Locate the "Orders Page" section
• check Show Assigned Users column
• Press Save

If you are a user who has logged into the app directly, you can filter the orders on the order page to only show orders that have been assigned to you. Turning this option ON will filter out all orders that are not specifically assigned to you. If you would like to see all orders, you can turn the option OFF.

• Navigate to the Orders page
• Turn on My Orders