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.

By default, all phases are assigned to the job's Job Creator. Meaning, 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?). For example, not all users who have permissions to create a lead (Job Creator) has 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.

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:

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:

Let's get started. We'll break down how each button on the Assignment settings work below:

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 make changes to default Assignees.

Organization 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) all users under an organization, 2) Job Creator, and 3) Unassigned.

On 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 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 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