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Default assignee

How to set users to be default assignee for some specific observations

Arttu Vesterinen avatar
Written by Arttu Vesterinen
Updated over a year ago

You can set users to be default assignees for specific observations. Default assignees can be limited to some specific place, category or place + category combination. You must limit the default assignments by selecting at least one category or place (red help text on the picture below). However, you can add all places and/or categories to that list if needed.

The default assignee is edited from the edit user page:
From the left menu click on Administration --> Users --> select the user --> scroll down to Default assignee section


You can also find the similar settings for users by using a role from the role edit page:
From the left menu click on Administration --> Roles --> select Role name and click to edit:

When a default assignee is set for some observation category + place combination, the assignee field will by default contain that user in the reporting form. ย 

If the user has rights to edit the assignee they may remove the default assignee in the reporting form.

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