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Who this is for: Brand administrators only. Go to Settings → Assign Reps.
After an initial data sync, some customer accounts may arrive without a sales rep assigned. The Assign Reps page lets brand administrators map those accounts to the correct rep.

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When to use this

  • Right after connecting Shopify or another integration and completing the first sync
  • When new customers appear without a rep on their record
  • When the dashboard banner shows unassigned accounts needing attention

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Shopify brands

For Shopify-connected brands, assignment is interactive:
  1. Open Settings → Assign Reps.
  2. Browse the paginated list of unassigned customers.
  3. Use the Rep dropdown on each row to pick a sales rep.
  4. The assignment saves immediately when you select a rep — the row shows a spinner, then disappears from the list on success.
Keystone suggests a rep based on the most common rep on that customer’s existing transactions.
Selecting a rep writes the assignment to Shopify (sales-rep metafield) and backfills historical transactions. There is no undo — double-check the rep before selecting.
A progress banner tracks background jobs if you navigate away mid-assignment. Failed rows can be retried from the banner.

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Luminous brands

For Luminous-connected brands, this page is read-only. Reps must be assigned in Luminous and will sync into Keystone on the next Luminous sync.

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Creating a new rep inline

If the correct rep does not exist yet, use Create partner from the assignment page to add a new rep record without leaving the flow.