This guide will show you how to Assign, set a Manager on, and Share a work order on the Android app.
This feature must be turned on by your administrator (see: Account Settings: Mobile Projects and Mobile Photos for more information).
Only users with the role of Portal Admin, Manager, and users that were given admin permissions on projects are able to share and assign projects with other users. If you do not see the sharing icon on the project, you do not have Admin permissions.
To access the share page, open the project and click the share icon in the top right of the screen.
Table of Contents
Assign Work
1. To assign a user to a project, tap Assign... next to the Assignee icon.
2. Select the user you wish to assign.
Locate the user in the list or use the search bar to search for the user's Display Name, Username or e-mail. Tap on the user and then the check mark in the upper-right corner to assign the project. The user previously assigned will be replaced by the new user.
Set a Manager
You can also set a user with an Admin or Manager role to be the manager on a project.
1. Next to the Manager icon, tap Set...
2. Select the user you wish to set as the Manager.
Locate the user in the list or use the search bar to search for the user's Display Name, Username or e-mail. Tap on the user and then the check mark in the upper-right corner to set them as the project's manager.
Share Work
Work Orders can be shared with other users who are not assigned to the project, and can be given different permissions based on a project's needs.
1. To share the project with other users, tap Add... next to the Shared with icon.
2. Select the user you wish to share the project with.
Locate the user in the list or use the search bar to search for the user's Display Name, Username or e-mail. Tap on the user and then the check mark in the upper-right corner to share the project with them.
3. The user will now show up under Shared with.
Click on the 3 horizontal dots you have the option to change the permissions (Read, Edit, Admin) and/or remove the user.
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