Why didn’t a pre-assigned role apply on someone’s first visit?
A pre-assignment needs the exact Shopify sign-in email, reported by Shopify as verified, and must exist before the person's first visit.
Check those details.
If the person has already opened OrderPilot, set their role on Staff instead. Until an individual assignment applies, People without a role determines their access.
Did this answer your question?
Thanks. Tell us what was missing at support@meetorderpilot.com.
People also ask
From other topicsSomeone else changed the PO while I was editing. What now?
Click Reload purchase order, review the latest version, and enter your intended changes again. OrderPilot refuses the older save so it cannot overwrite another person's update. Unsaved edits on the old PO page are not kept, so note the changes you still need before reloading.
Open its own pageFull guide: Edit or cancel a purchase order
Can someone copied on a quote email open the customer's portal?
Yes. Everyone copied on a customer email gets the same portal link and PIN as the customer, so copy only people who may see that quote or order. Check salespeople, automatic shop copies and the recipient fields before sending.
If access went to the wrong person, Disable all existing portal links in Portal access stops every link sent so far.
Why does Unassigned appear in my sales report?
Unassigned holds revenue that has no credited salesperson, so the salesperson revenue rows still add up to the report's total. Split sales contribute each person's sales-credit share to their row. Check the order's sales credit if revenue appears unassigned when your team intended to credit someone.
Open its own pageFull guide: Analytics and the sales performance report