Use the Assign Users to Orders screen to add existing users to order(s).
Click the Assign Users to Orders link from either Users or Orders sections on the Home page. Follow the steps in the timeline at the top of the screen to complete the process.
A list of users within your account will display. Use this screen to filter the list to a smaller subset that is more manageable. You may filter, sort, and re-categorize the user list. Select the check box(es) next to the users you want to assign orders to.
Click Next to proceed to the next step.
If you still have a large subset of users selected, you may be prompted to also create a smaller set of orders to work with on the Assign Orders screen. Select the check box(es) next to the orders that you want to work with on the Assign Orders screen.
Click Next to proceed to the next step.
Assign orders to your users. If you filtered the list of users and orders in the previous two steps, you will only see the grid containing those users and orders. If the selected Users-Orders combination is more than the predefined threshold value, you will see a table with only a header-row of selected Orders and a column of selected Users allowing only bulk-assignments.
Select the check box for the order you want to assign. Each order header will display the number of remaining users you can assign to it. If you assign an order over the amount of remaining users, the heading will display with a red background and you will receive a message when you attempt to move to the next step. You must correct these assignments before continuing.
You can choose between Product Code, Product Name and Order Number to display as the product heading.
Similarly, choose between Full Name, User Name and Email address to display as user heading.
Click Done to assign the users to orders.
Your users have now been assigned to the designated orders.
Click Home to return to the Checkpoint User Administration Home screen.
|
|
|