Set Up Roles with Equipment

  • Updated

When you're adding a Role to Assignar, you can also add the equipment that you typically use with this Role. This will come in handy when you come to schedule, as we'll recommend these pieces of equipment when you're scheduling this Role to your jobs. 


Add equipment to a Role

  1. Go to Resources Roles 
  2. Select a Role
  3. Go to the Equipment (or Assets) tab
  4. Check  Equipment (Assets) needed for this Role? 
  5. In the Add Equipment to Role search bar, start searching and selecting your equipment
  6. Save

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