Reassigning an order to a different rep

Every order has an assigned chamber rep — usually the admin who created it or the sponsor's account manager. Reassigning the rep is useful when staff turns over, when an account changes hands, or when commission attribution needs to be corrected.

• Confirm the new rep has an active chamber admin account.

• Decide if the reassignment should also update the underlying business contact owner.

• Have a note ready explaining the reason.

1. Open the order under Sidebar > Orders.

2. Find the Assigned rep field in the order header.

3. Click the dropdown and select the new rep from your team list.

4. Optionally check Also reassign business owner to update the parent business record.

5. Add an internal note explaining the change.

6. Click Save. The activity log records the previous and new rep.

• The new rep sees the order in their personal dashboard.

• If commission tracking is enabled, the new rep is credited going forward (historical commission stays with the original rep).

• Notification preferences for this order shift to the new rep.

• For team transitions, run a bulk reassignment from Sidebar > Team > Reassign orders instead of one at a time.

• If a rep leaves, reassign their open orders before deactivating their account.

• Use a consistent note format ("Reassigned due to staff change 4/30/26") for easier auditing.

Does the sponsor see who the rep is?
Yes — the rep's name and contact info appear on the sponsor's order page.

Can I reassign a refunded order?
Yes, all orders are reassignable regardless of status.

• Adding internal notes to an order

• Reading order activity history