Help topic

Workspace settings

Configure locations, inboxes, and the teammates who review orders.

Set a pickup location

  1. 1.Open Settings and add or edit an organization location.
  2. 2.Complete the address, timezone, and pickup instructions.
  3. 3.Mark it active before selecting it on an order.

Invite teammates intentionally

  1. 1.Invite teammates who need to process or review requests.
  2. 2.Assign the least-privileged role that supports their work.
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