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Reassigning An Order

How to reassign an order from one team member to another.

Reassign an Order

Orders created on behalf of a customer are automatically assigned to the user who created them. You can change the assignee at any time.

The team member assigned to the order will be the one to receive notifications about order activity such as when the order is paid.

Steps

  1. Open the order.

    • Search for the order number from the dashboard, or

    • Scroll to the order list and click the order number.

  2. In the order screen, click the current Assignee in the top-right corner.

  3. Select the correct team member.

  4. Click Save.

  5. Click Confirm to complete the reassignment.

The change will appear in the order timeline.

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