Question
- How to update the internal participants for multiple jobs in DASH?
- How to mass-assign participants in DASH?
- How to bulk update internal participants associated with jobs?
Answer
Disclaimer
Some franchises and restoration companies using DASH do not have the ability to mass assign within their system. Please reach out to your administrator for further assistance.
Securities
The ability to mass assign internal participants requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Administration and click the checkbox next to "Mass Assignment for Jobs". Click Save.
DASH has a feature called "Mass Assignment for Jobs" which allows you to mass assign/update these internal participants for many jobs at once:
- Estimator
- Coordinator
- Supervisor
- Foreman
- Accounting name
- Marketing
To access this feature:
- Hover over Administration and click Mass Assignment for Jobs in the dropdown.
- On this page, you can use the filters to narrow down your results. You can also individually select jobs or use the select all function (the check box in the top left-hand corner of the list).
- Once you have chosen the desired jobs, click the Assign Participants to Selected Jobs button.
- Keep in mind that you do not need to fill out every participant slot when changing participants on the job(s), just the desired ones
Questions? Contact Us!