🧭 How to Assign Users or Teams to a Job
Go to the Companies tab and open a client.
Navigate to the Job Orders tab.
Click the 3-dot menu (⋮) beside a job order.
Select Assign Users & Teams.
👤 Assign Users
Search by: First Name, Last Name, Phone Number, or Email.
Only active users (not pending) will appear.
👥 Assign Teams
Search by Team Name.
Only teams you’ve created and already assigned to the client can be assigned to a job.
🔐 Assignment Rules
Action | Requirement |
|
|
Assign Users/Teams to Job | Only Primary or Regular AMs assigned to the client can perform this |
🚫 Removing Users or Teams from Jobs
Permission | Primary AM | Regular AM | Notes |
Remove AM from Job | ❌ No | ❌ No | AMs cannot be removed from individual jobs |
Remove CR from Job | ✅ Yes | ✅ Yes | Only if they were assigned to that specific job |
Remove Team from Job | ✅ Yes | ❌ No | Only Primary AMs can remove teams from jobs |