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How to set the default contract signer and default task assignee for a subcontractor

Written by Mel
Updated yesterday

Short Answer

Go to Settings β†’ Company Details, select the correct person in the Default Contract Signer and Task Assignee dropdowns, then click Update.

When to Use This

Use this when you want to define who is automatically assigned as the contract signer or task assignee for a subcontractor account.

Steps

  1. Open the subcontractor account.

  2. Click the Settings icon.

  3. Click Company Details.

  4. Locate the Default Contract Signer dropdown.

  5. Select the user you want as the default contract signer.

  6. Locate the Task Assignee dropdown.

  7. Select the user you want as the default task assignee.

  8. Click Update.

Notes

  • Both settings are managed in Company Details.

  • You must click Update to save changes.

  • Only users available in the dropdown can be selected.

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