Assigning a Member to a Job

Now you've created your Job Member Types, assign different members to a job. Members can be viewed by clicking into the info tab in a job. To add, update or delete a member, simply click the 3-dot menu shown with the arrow below. When a member is added to a job, they will receive a notification.

Adding a Member to a Job

From the Jobs tab on your user menu, find the job you want to assign a member to.

1. Once in the job, click on the 'Info' tab at the top of your screen.
2. To add a member, click the 3-dot menu (shown in above image) & click 'update'.
3. A pop up of 'Members' will appear, click 'Add Member'.
4. Choose your staff member.
5. Choose the member type - this is not a required field & can be left blank.
6. Finalise by clicking 'Add Member'.
7. The staff member will receive a notification to let them know they have been added to the job.

Updating Members in a Job

From the Jobs tab on your user menu, find the job you want to update.

1. Once in the job, click on the 'Info' tab at the top of your screen.
2. To update a member, click the 3-dot menu (shown in above image) & click 'update'.
3. A pop up of 'Members' will appear, click the 3-dot menu next to the member & click 'update'.
4. Change, add or remove the member type.
5. Click 'Save Changes'.

To delete a member, follow steps 1 to 3 and click delete instead of update to remove them.

Assigning a Member to an Operation

Assign staff to certain operations by following the below steps:

1. Open the job or lead.
2. Click on 'Tasks' and find the operation you want to add a member to.
3. Open the operation and click 'Members'.
4. Type the staff member/s you want to add and then exit using the X.
5. The staff member will now be notified that they have been assigned to an operation.