Yes! With an organization admin's permissions, one can edit the organization's default asignees for each phase on the Organization Settings.
Default Assignments
Before we dive into how default assignments can be modified, allow us to tell you first of how job assignments work by default.
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The Site Organization Owner on the other hand, is automatically assigned to the Job Creator's organization.
Modifying Default Assignments
Depending on your organization's dynamics, the defaults as stated earlier may not always work. To help you save the time of having to reassign each job, we allow all organizations to set default users for each job phase. This way, you can have all phases assigned to a point person within the organization. No work si left undone, and the team can work on a job seamlessly. Here's how it's done:
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It's important to note that all editable fields are grayed out and blocked unless the Edit button is clicked. Click the Edit button to make changes to default Assignees.
Organization
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field
After clicking the Edit button, all editable fields will be activated and the dropdown menus will no longer be grayed out. For any organization without a partnership with other organizations, no other options will be displayed. However, for organizations that have partnerships, you may assign certain phases to users from partner organizations.
To do so, select the organization where you'd like to choose a user from for each specified phase.
User field
Next, you may now choose a default person to assign for every phase, depending on the organization chosen. Note that, options on the dropdown menu for each phase will be limited to 1) users with access to the particular phase from the chosen all users under an organization, 2) Job Creator, and 3) Unassigned.
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If the job creator does not have access to certain phases or if an organization doensn't want the default asignee to be applied to all jobs, you can check the checkbox under this. If this box is checked, then the specified user will only be assigned to the said phase if it is unassignedis Unassigned.
Note that you can not check this box if the selected user is 1) the Job Creator, or 2) Unassigned.
Should you need more help, please feel free to reach out to our Support team through support@sighten,io