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Assigning and Order Page to a Agent, Company, Team
Assigning and Order Page to a Agent, Company, Team
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a week ago

You have full control over which order pages an agent or company or team has access to order from. All agents who do not explicitly have an order page assigned will have access to your default order page. If you need to give an agent access to an order page other than your default page you can assign any order page(s) to the agent.

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1. Find the Order Page you wish to assign an Agent

Find the Order Page you wish to assign an Agent

2. Click Manage

Click Manage

3. Click on "Assigned to"

4. Select the Agent/Company/Team to assign to this Order Page

If you assign a Company or Team all agents under that Company/Team will have access to the Order Page

5. Click on Add Agent

Click on  Add Agent

6. Select the Agent from the List and Click Apply

Select the Agent from the List and Click Apply

7. Click on Save Changes

Click on Save Changes
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