How to Assign a Personnel to a Location/Facility?

Created by Binita Goswami, Modified on Thu, 27 Nov at 11:01 PM by Binita Goswami

Use the Personnel tab to link internal users and service companies to this facility. Add people for work-order visibility and notifications, attach vendors for onsite work, and manage contacts in the lists below. 

Here is a reference video:



Follow the steps below to add personnel:


1. Open the facility and go to Personnel tab.

2. In Add Personnel, choose a user from Select User. Click Save.

3. Verify they appear in Personnel List. To remove, use the trash icon.


Add a Company


1. In Add Company, choose a vendor from Select Company. Click Save.

2. Verify it appears in Company List. Use the trash icon to remove.

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