How To: Assign a Role to a Team Member on an Order
If you have created Roles in Team Settings, then you can assign them to Team Members during Order Creation, which will help your operations team keep track of who is over an order and what their role is in your organization.
To add a Role to a Team Member assigned to an Order, follow the steps listed below
- On the Order Details tab, click "Add Team Member".
- In the slide-out menu, click "Add Team Member" and click on the Team Member you want to add to the Order.
- Click on the "Select Role" dropdown arrow and select the Role you want to assign.
And that's it! Now, the Team Member will appear on the Order along with the role they have been assigned. This will appear within the Order Form, and on the Display tab of the Order.