How to Assign a Team Member to a Work or Quote Request

Once a Team Member has been added to the Company Profile, Service Providers can delegate their work by assigning Team Members to Work or Quote Requests. They can set different permissions for Team Members by choosing an appropriate level of access. 

This can help to distinguish between different roles and responsibilities within the organisation. 

Contents

• Assign Team Member to a Job
• Change Team Member Assigned to a Job
• Change Permission for Team Member

Assign Team Member to a Job

 Go to Jobs 

Select the Job

Click 'Assign Employee' to assign an employee to the Job

Choose the Team Member from the list

Note: Multiple Team Members can be assigned to a Job at the same time

Click the 'Assign Job' button

Change Team Member Assigned to a Job 

Go to Jobs

If multiple request are in a job, select the relevant request 

Look for the assigned team member's name under 'Providers'

Click 'Reassign employee' to reassign the job to a different team member

Choose the Team Member from the list

Note: Multiple Team Members can be assigned to a Job at the same time

Click the 'Assign Job' button 
 

Permission for Team Member

Click more info on the bottom right 

Go to Company Profile

Scroll down to the 'Team Members' then click the arrow icon

Click the 'arrow' button in the row of the team member

Here users will see the permssions enabled for the team member

To update a team member’s access, please log in through a web browser and make the necessary changes from there.


Changes will be implemented to the selected Team Member's permissions. When determining the level of access to assign to each employee, Service Providers should consider their work experience, skillset and availability.

Service Providers should contact us with any further questions regarding this process.