Yes! With an organization admin's permissions, one can edit the organization's default assignees 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.
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?). 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.
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 is left undone, and the team can work on a job seamlessly. Here's how it's done:
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:
The edit button
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:
Note that each person and organization will have different permissions still which will be based on the partnership of both organizations (exclusive or not), and the permissions for phases a partner organization is given and a user's permissions based on the team he belongs to.
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 Solar & Demo organization. Since the only user in this organization with access to the Address phase is Sighten Tester, it is the only other user that appears other than the Job Creator and Unassigned.
Only for Unassigned Phase checkbox
If the job creator does not have access to certain phases or if an organization doesn't want a default assignee 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 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