What is an "Order Owner"?

Erin Pierce -

On each order, you have the ability to assign an order owner. An order owner is someone on your team who can receive relevant email notifications for the order and filter the dashboard to view only their orders. To add an order owner, click into the order and look to the left side of the page:

 

Select the team member in the drop down who should be added as order owner, then click "save." 

You can also choose to have the order owner automatically assigned whenever they create an order in your settings:  

Screen_Shot_2018-03-13_at_6.29.23_PM.png

 

Both the order owner and order status can be easily referenced on the order page and on your dashboard!

Order page:

Screen_Shot_2018-03-13_at_6.31.51_PM.png

 

Dashboard:

Screen_Shot_2018-03-13_at_6.32.12_PM.png

 

Related articles:

Order Settings

Updating Company Email Settings

Ways to Filter your Dashboard

 

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