{"title":"Link a staff member to an order","slug":"user-assisted-orders","url":"https://support.storeconnect.com/articles/user-assisted-orders","url_markdown":"https://support.storeconnect.com/articles/user-assisted-orders.md","subtitle":null,"summary":"Track which staff member helped with an order by adding the Assisted By Name field to the Users page layout. A dropdown appears at checkout for customers to select their assistant.","type":"Help_Documentation","video_url":"","keywords":"user assisted orders, assisted by name, order assistant, staff attribution, checkout dropdown, salesforce user lookup, order record, chatter free license, store checkout, sales staff tracking","last_modified":"2026-08-21T07:12:35+0000","body_markdown":"StoreConnect lets you record which staff member assisted with an order, storing it on the order record. When enabled, a dropdown appears at checkout where the customer can select who assisted them.\n\n## Add an assistant to an order in Salesforce\n\nAdd the **Order Assisted by User** field to the Orders page layout. You can then set an assistant on any order by selecting an active Salesforce user in the lookup field.\n\n![Order record showing the Order Assisted by User lookup field](https://res.cloudinary.com/hzkr6fi81/image/upload/v1781677728/documentation-media/user-assisted-order/order-assisted-by.png)\n\n## Make the assistant dropdown available at checkout\n\n1.  Add the **Assisted By Name** field to the Users page layout.\n2.  In that field, enter the name you want shown in the checkout dropdown. Do this only for the users you want to appear in the dropdown.\n\n![Checkout showing the assisted-by dropdown of staff names](https://res.cloudinary.com/hzkr6fi81/image/upload/v1781677730/documentation-media/user-assisted-order/user-assisted-order.png)\n\n## Add someone who is not a Salesforce user\n\nYou can also list a staff member who doesn't have their own Salesforce login, by creating a free Chatter Free user for them:\n\n1.  Create a new user.\n2.  Assign them a Chatter Free License.\n3.  Assign them the Chatter Free User profile.\n4.  Set **Active** to `TRUE`.\n5.  Add a name to the **Assisted By Name** field.\n6.  Save the user record."}