1. Navigate to the Admin Clients Page
Go to the Admin Clients section in your OneShop dashboard.
This is where you can manage all customer assignments.
2. Pull Your Client List
You can view your entire client list by hitting “Confirm”, or apply filters (e.g., “Sale After Last Week”) to narrow down the list.
Click “Confirm” after selecting your filter to load the client results.
3. Select Clients for Reassignment
Once your filtered client list appears, click “Assign All” to begin the reassignment process.
4. Choose the Team Member(s)
Select one or more team members from the dropdown list.
These will be the users to whom the clients will be reassigned.
5. Choose an Assignment Method
Round Robin: Distributes clients evenly among selected team members (e.g., A → B → C → A).
All: Assigns all selected clients to all selected team members.
6. Decide How to Handle Current Assignments
Replace: Removes existing assignees and assigns the selected users as the new sole assignees.
Add: Keeps current assignees and adds the selected users to the client’s assignment list.
7. Finalize and Apply
After selecting your team member(s), method, and assignment rule:
Click “Auto-Assign.”
Confirm the assignment to apply the changes.