Assign User Role | Voters

Assign User Role

under review

Simone Rosengren

It would be great to be able to assign a user by Role, in addition to assigning by User name. Case in point, I can't always remember who the main bookkeeper is for a client, if I could click on the role instead of the user, this would alleviate the issue :)

September 21, 2023

Sunniva Andersen

marked this post as

under review

Simone Rosengren

Hi Sunniva, 
Thanks - we've got the schedules all covered with assigning by client roles. My query was around tasks not created by a schedule (eg emailed in, created ad hoc). We have project work or out of scope from time to time so create tasks on the fly. At the moment you can only reassign to a user, not a role. It would be good to have this option :)
PS - we are using auto-assign rules for some statuses, but it's not feasible to have one setup just for each role, if that makes sense.

Sunniva Andersen

Simone Rosengren I see, so when reassigning a piece of work for a client (for example, Client Delta
 in the screenshot), the assign list would show all users, along with an indicator of the role they hold for that client (if applicable)?
So in this case, if I were the Senior Bookkeeper, the assign page would display:
Sunniva Andersen - Senior Bookkeeper

Sunniva Andersen

Hi Simone Rosengren - thanks for raising this!

Just to make sure we’re understanding the use case correctly, could you share a bit more context around when this comes up when creating schedules? You are able to assign tasks by roles that are pre-determined in Settings > Client Roles 😊