Order visibility in Brandboom depends on whether a user belongs to the Showroom owner’s Account/Team or is an Outside Rep from a different team.
Inside Team Members
If the user belongs to the Showroom owner’s team, they just need to have the “Can Edit All Orders” permission checked under Account User Settings.
If the user doesn’t belong to the Showroom owner’s team, they will either need to be moved to the team or request special access (Manage Orders).
Outside Reps
If you are not part of a Showroom Owner’s Account/Team but are invited to help collect orders while part of a different Account/Team, you would be considered an “Outside Rep” for that Showroom.
As an Outside Rep, you maintain some privacy. Your Customers List is only shared with members of your Account/Team and not other Accounts/Teams.
As an Outside Rep, you can control when to share your collected Orders with the Showroom Owner’s Team. This allows you to decide when they see your Orders.
How to Update Order Sharing Settings
Click the settings icon in the upper-right corner of the Orders page.
The order settings will open.
Under “Order Sharing”, choose from these options:
Never — Don’t allow the Showroom to see your Orders at all. You will need to manually share your Orders with them outside of Brandboom.
Opened — Allow the Showroom to see your Orders as soon as they are started as Open Order drafts.
Placed (default) — Allow the Showroom to see your Orders when they are placed (Processing).
Completed — Only allow the Showroom to see your Orders when they’ve been set to Complete. This gives you extra time to review an order after a Buyer places it, before handing off to the Showroom.