The best way to setup assignments for a new Designee is to do it through the Task Manager App.
Click Designee List from the Task Manager dropdown menu. Then scroll or search to find the Designee.
2. Click on the Designee's name from the list to open the Designee Details page.
If your list is empty please use the Click here to enable all buildings button in the list.
3. Click Manage Assignments next to the green plus button.
4. For each Service Type, use the radio buttons to select an action: Assign Task, Email Only, or No Action. To set all Service Types for the current building to the same action at once, click the Select All radio button at the top of that column. Select All applies only to the building currently displayed — other buildings are not affected.
Set up assignments for multiple buildings, if necessary, by selecting each building on the left.
5. Be sure scroll to the bottom of the page and click "Submit" to save the assignments.
