Order Management > XSites Network Profile > Subaccounts & Reassigning Orders
     
 

Subaccounts & Reassigning Orders

 
     

Orders placed on your XSite come into a central account.  From there, you can farm them out to other inspectors that work for you.  However, you still “own” the order and can track it and post status to it.

  1. Create new profiles for your inspectors on the XSites Network at http://www.xsitesnetwork.com.  While in their profile, you may wish to clear the option for “Make available to all”.  That way, they won’t be in the directory individually.
  2. Then, go to your main profile from your XSite Orders link.
  3. Click the Profile menu and choose Subaccounts.
  4. Click Add and enter the login and password for the inspector.  Repeat for as many inspectors as you need.

When you want to reassign the order, open it and click the Reassign button and select an inspector.  You can also do this from the order in the Web interface.  The inspector will receive notification of the order in e-mail.



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