Staff Assignment
Please note that this only works for Business Plan users.
This guide explains how to assign staff, unassign staff, and filter orders based on staff.
Assigning Staff
Go to the order detail page, and locate the staff section.
Choose the staff member to assign to the order.
Notice that the staff badge is now shown in the order detail page.
Filter based on Staff
Go to the filter section on top (icon with three bars)
Click on Staff
Scroll down to view the filtered orders.
The staff member will now see only their assigned orders.
Unassign orders
Select the order to unassign and choose "Unassigned" under Staff
This guide explains how to assign staff, unassign staff, and filter orders based on staff.
Assigning Staff
Go to the order detail page, and locate the staff section.
Choose the staff member to assign to the order.
Notice that the staff badge is now shown in the order detail page.
Filter based on Staff
Go to the filter section on top (icon with three bars)
Click on Staff
Scroll down to view the filtered orders.
The staff member will now see only their assigned orders.
Unassign orders
Select the order to unassign and choose "Unassigned" under Staff
Updated on: 08/11/2024
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