By default, teammates receive your project requests and are able to accept or reject them on their end manually. You can decide whether you want them to accept each project like this or assign them to your projects from your side. The present article shows you how to enable the Auto Assign feature on your properties in order to have a teammate automatically assigned to all projects.
⚠️ Enabling a teammate on Auto Assign means that any other teammates added to a property will not be able to see projects unless you remove the assigned teammate first so they can receive the project request or be manually assigned. ⚠️
Note: If you are a co-host you might not have permission to manage auto assign on your account due to your main host's settings.
❗ Enabling a teammate to Auto Assign
To start, go to your Properties page and click Update Property on the property you wish to enable Auto Assign on. You can also click the name of the property.
Once you're on the property settings page, navigate to the Teammates tab and click on the ⚙️Advanced Teammate Settings option located at the top-right of the page:
The Advanced Teammate Settings pop-up will open, and under the Auto Assign section, you will be able to select a teammate to automatically assign to your projects on this property from a drop down.
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You can set up auto assign for the following types of projects:
Cleaning projects
Check-in/Welcoming projects
Check-out/Departure projects
Inspection projects
After selecting the teammate, click on the button that suits your preference. By choosing Apply only to new projects, the teammate will only be assigned to projects created going forward; by choosing Apply to current and new projects, the teammate will be assigned to your existing unassigned projects as well:
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And done! The teammate will start being automatically assigned to all new projects on your property. ✅
Note: the teammate you wish to enable Auto Assign for must have been added to the property first. The following article explains how to add teammates to properties:
🚫 Disabling Auto Assign
In case you want to disable Auto Assign from a teammate, go back to the Teammates tab on your property and click Stop Auto Assign.
Select the option you want regarding the projects that were assigned to the teammate and confirm by clicking on the Stop Auto Assign button again:
🛠️ Troubleshooting
If the teammate shows as non-assignable when you try to select them for auto assign, this means that they disabled the option to let you assign them projects without having to accept them first. Teammates have the option to disable hosts from assigning them, which means you will not be able to assign them from your end (manually or automatically) if they opt out of manual/auto assignments.
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