đ§ 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 (âź) beside a job order.
Select Assign Users & Teams.
đ€ Assign Users
Search by: First Name, Last Name, Phone Number, or Email.
Only active users (not pending) will appear.
đ„ Assign Teams
Search by Team Name.
Only teams youâve created and already assigned to the client can be assigned to a job.
đ Assignment Rules
Action | Requirement |
|
|
Assign Users/Teams to Job | Only Primary or Regular AMs assigned to the client can perform this |
đ« Removing Users or Teams from Jobs
Permission | Primary AM | Regular AM | Notes |
Remove AM from Job | â No | â No | AMs cannot be removed from individual jobs |
Remove CR from Job | â Yes | â Yes | Only if they were assigned to that specific job |
Remove Team from Job | â Yes | â No | Only Primary AMs can remove teams from jobs |