Assigning Staff to Events

Users with the admin permission "Can Assign Events" will be able to assign a particular event to any user with the "Additionally Notify" permission. Once a user is assigned to an event, they will receive all email notifications for that event such as status updates. The users will also be able to filter down their calendar for events they're assigned to. 

Enabling the Permission.

1. Go to Users > Manage users.

2. Edit your user account via the pencil icon ()

3. Click the Permissions Tab.

4. Check off "Can Assign Events".

5. Click Save. 

Assigning an Event

1. Go to a Request.

2. Click the Actions Menu

3. Click Assign.

Note: You can only do this on one request at a time. This is NOT available under viewing all occurrences. 

4. Select the User(s) you want to assign to the event. 

5. Choose if you want to send them an email to notify them they have been assigned (This will default to checked). 

6. Click Save. 

The user will then receive all status updates regarding that event.

Note: Depending on the status update being made, there is a modal where you HAVE to check off assigned users and click 'Save & Send Email"; otherwise, they will not get the notifications. 

Example Assigned Email 

Assigned User Viewing Options

1. Go to the Calendar

2. Click the Filter Button 

3. Under "Assigned Users," locate your name and click it.

Note: This filtering option is available on the Detail, Summary, and Field Report as well. Only users with the "Additionally Notify" permission can use this particular filter. 

4. All Events you're assigned to will now be displayed on the Calendar. 

Video Walk-Through