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How do I assign our team to Projects and Jobs?
How do I assign our team to Projects and Jobs?
Caitlin Druery avatar
Written by Caitlin Druery
Updated over a week ago

Team Members are assigned to Projects and Jobs via the Details tab, located in the side panel of Pulse. The user who creates the Project will automatically be assigned the Administration Coordinator role.

Good to Know
By default, all Jobs will inherit the Team Member roles assigned to a Project. Roles assigned on a Job level will override the inheritance of roles from the Project level.

Bulk Assign Team Members to Projects and Jobs

Within Pulse Search, switch to Map View to bulk assign the same roles to multiple Projects and Jobs.

Reassign a Team Member

  1. Click on ‘x' icon next to the member’s name

  2. Select another member from the drop-down list

  3. Click Apply

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