Table of Contents
Order Settings #
The “Order Settings” section allows you to manage settings related to order handling and worker permissions.
Here’s an explanation of the options available and steps to configure them:
Steps to Configure Order Settings #
- Access your account on the agency’s platform using your credentials.
- From the left navigation menu, click on “Settings.”
- Select “Order Settings” from the dropdown list.
Configure Order Settings Options: #
- The Order Settings page includes several toggle options for customizing the order process and worker permissions:
- Hide Client Email & ID for Workers: Turn this on to protect client privacy by hiding their email and ID from workers.
- Send Citation Google Sheet for Confirmation: Enable this to automatically send a Google Sheet to clients or workers for citation verification.
- Send Email Notification on Order Update: Toggle this on to automatically send email updates to clients whenever there is a change in their order status.
- Allow Worker to Assign Order to Self: Enable this to allow workers to assign order to themselves.
Set Order Limits and Admin Email: #
- Max Number of Orders Worker Can Assign:
- Specify the maximum number of orders that each worker can assign to themselves. Enter the desired number in this field (e.g., 100).
- Email of Admin (To Send Notifications):
- Enter the admin’s email address to receive notifications related to order updates.
Save Changes: #
- After adjusting the settings, click the “Save” button at the bottom to apply the changes.
