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How to: Assign specific orders to specific Users

Created:   |   Updated:

For accounts that have more than one user, the account owner has the option to assign orders to specific users.

You can do this on the ORDERS page by clicking the More button at the top and selecting Assign.
Orders_page_-_More_button_-_Assign.png

Then each user can filter unshipped orders to display all orders or just the orders for the specific user who is logged in. By default, the ORDERS page will show All Orders.

Filter_Orders_-_all_vs_my_orders.png

NOTE: Accounts with only one user will not see these options. 

 


Related articles:

How to: Create a shipping rule to automatically assign orders to a user
What tools are available to accounts with multiple users?
How do I view which pre-shipment orders have been assigned to me?
How do I view which orders I'm processing on the Ready to Ship page?
How do I view which orders I processed on the Shipment History page?

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and our Customer Success team will be happy to assist.

ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.


Trial accounts may email or call ShippingEasy's Sales Team.
1-855 | Email

Fully registered accounts may email, call, or chat with our Customer Success team.
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