...
By default, all phases are assigned to the job's Job Creator. This means that the user that created the site is automatically assigned to all the job's phases. This has some exceptions based on a user's permissions (please see this article on setting User permissions: What are the user permissions in Sighten and how do they work How do I manage users and set permissions? ). Not all users who have permissions to create a lead (Job Creator) have permissions to other phases such as (Project, Quote, Qualification, Proposal, Contract, and Operations). In these cases, by default, all phases that the Job Creator does not have access to will be Unassigned.
...
If you go to Organization settings and with the right permissions (Organization Admin), you'll see the Assignment tab. This is where you can edit default assignees for each phase. Here's how it looks like:
...
Below, you'll find how each button on the Assignment settings work:
...
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 start making changes to default Assignees.
...
Organization field
The organization field allows you to choose the organization where the user you have in mind is under. On the dropdown menu, you'll see all organizations that your organization has a partnership with, where your own organization's name will be shown above all other options. Here's an example:
...
The hierarchy by which permissions are considered would be as follows:
Partnership limitations supersedes Team and Individual Permissions (certain downstream organization members may be given permission limitations for each phase, depending on what is set by the Upstream organization)
Team Permissions supersede individual permissions
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) all users under an organization, 2) Job Creator, and 3) Unassigned.
In the example below, we used our Sighten EverBright Solar & Demo organization. Since the only user in this organization with access to the Address phase is Sighten EverBright Tester, it is the only other user that appears other than the Job Creator and Unassigned.
...
Only for Unassigned Phase checkbox
...
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 support@goeverbright.com.