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How to Set the Default Order Page for Agents with Multiple Order Pages

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a week ago

​​Linking an Order Page to an Agent will give the agent access to place an order from that page(s). If multiple pages are linked to an Agent, they will be selectable from a dropdown menu in the Agent Portal. You can control the sequence of the ordering of pages in this section.

To get started, go to Clients → Agents

Once youre in the client list, look up or scroll through your client list and click on Manage

Go to Custom Order Pages

Drag and drop from these 6 dots here:

NOTE: The first order page will automatically be set as the Default Order Page


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