Assigning an Order to One of Your Users (Providers)

If you're a provider, you are permitted to assign orders to a specific user in your provider account. The person must have a provider login to the portal to receive work.

1. From Manage Orders, select the activity.
2. Click View Order or click the hyperlinked name of the activity to open it.
3. Click Order Details.
4. Next to Assigned To, click Edit.
5. In Provider Order Details, click the drop-down list next to Contact.
6. Select a name from the list.
7. Click Save. The order is now assigned to this user. The information shows in the order details.