How To: Add Team Members to an Order
In TapGoods PRO, users can add Team Members to Orders. Adding a Team Member to an order helps business owners keep track of who is responsible for working on the order. It is important to note that Team Members who are added to an Order are NOT Staff Members who will provide Services at the event.
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To add a Team Member to an Order…
- While editing the Order, navigate to the Order Details page.
- Click Select a Team Member.
- In the slide-out drawer, click "Select a Team Member".
- Click on the Team Member you want to add to the Order.
- [Optional] Click on the "Select Role" dropdown menu to assign a Role to the Team Member.
Once a Team Member has been added to the Order, users can change the Team Email Settings. Team Email Settings will only impact the individual Order; all other Orders will NOT be affected. To customize the Team Email Settings, toggle Change Order Email Recipients ON.
Once Change Order Email Recipients is toggled ON, users can choose one of the following options…
- Redirect all Email to Team Member(s): All emails regarding this Order will be redirected to the Team Member(s) assigned to the Order rather than the designated Customers.
- BCC Team Member(s) on Emails: Team Member(s) assigned to the Order will be BCC’d on all emails regarding this Order.
**Note: If a Team Member is an Account Owner on the Company added to the order, they will default as the Team Member on the Order**