With an organization admin's permissions, one can edit the organization's default asignees for each phase on the Organization Settings.
If you go to the Organization phase and with the right permissions, you'll see the Assignment tab. This is where you can edit default assignees for each phase. Here's how it looks like:
As seen on the screenshot above, the default assignee for all jobs within an organization, unless otherwise modified, is the Job Creator. But depending on your organization's dynamics, Being able to modify this will help you save a lot of time. This way, there won't be a need to re-assign a phase to a point person for each job created.
So how does this work? Let's start with this page's parts and how each works.
The edit button
It's important to note that all editable fields are grayed out and blocked unless the Edit button is clicked. It's important to click the Edit button to make changes to default Assignees.
Organization fields
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,
~I will edit this later, I think I need more insight on what on how this will work? For example, can downstream organizations assign to upstream organizations? Or only Upstream organizations can assign to Specific organizations ~ I will also need to include a section on ------how are organizations with downstream orgs or channel partners called?---- and what is the difference betweek a channel partner and downstream org?
User fields
All users ~will there be exceptions? For example, are people with permission restrictions (can't access Proposal) still listed on the phases they can't access? ~ will be shown on the dropdown menu, and the organization admin can click on the name of the person to be assigned by default on the specified phase. This may include exceptions, please read on below.
Only for Unassigned Phase checkbox
A job can be assigned to the Job Creator by default, but what if the job creator has permission restrictions, and has no access to certain phases?
If the job creator does not have access to certain phases, the said phase or phases will be Unassigned by default. This can be tweaked as well by selecting a default user to be assigned to the said phase only if it is left Unassigned due to permission restrictions.
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