Admin and Agent members have the ability to Transfer orders to other non-Processor members. Only Admin users can see “unassigned” orders. If an order is transferred to an Agent, that agent will gain permission to view that order and its details. Orders can be transferred in several ways:


Bulk Transfer - Orders can be transferred in bulk to another Agent or Admin by clicking on the check boxes on the Orders (pipeline) page for each order you want transferred. After you have selected all orders you want transferred, click on the revealed header bar to select what member you will transfer the orders to. 


Individual Order Transfers - You can also transfer orders individually by clicking on the 3 vertical dots on the order line item and select "Transfer to" from the menu list. You can also transfer an order from the Order Details page by clicking the blue Transfer icon at the top right of the page.


Helpful Tip: Transferring an order will also transfer all refreshed/original orders that are associated with that order.