Overview
The job’s agent controls its visibility for role-based users (who are not agent administrators). We recommend if a third party user, like an agent, is to be given access to ASAP, limit their access to their own agent only.
A job agent is initially set from:
- The New Job screen in Dataforce ASAP.
- When created from Dataforce Runabout, the same agent as the one who created the field worker.
If an operator is required to change a job agent, this can be done from either this action or the bulk action available in appointment/job search.
Change Agent Action
- Navigate to the job section of the navigation menu.
- Select the Job Action option and click with the left mouse button.
- Move the mouse to the Change Job Agent action and click to expose.
- From the dropdown titled, Job Agent, select the new agent.
- Click the Confirm button to commit the change.