Assign team members

You can assign a team member to any job so they know where they need to be and when. Each job has one assigned team member.

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Assigning from a job

Open a job and pick a team member under Assigned To. The job appears in their team portal immediately. You can also pick one in Assign to (optional) when you create a job.

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Who can be assigned

Any active team member on your Clarely account can be assigned to a job. Team members must be added to your account first — see Team members.

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What team members see

Assigned team members see the job on their schedule with the date, time, location, and client name. They can update the job status and add field notes from their own device.

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Changing or removing an assignment

Open the job and pick a different team member under Assigned To, or choose Unassigned. The job disappears from the previous team member’s team portal.