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Can I assign tasks to a specific technician or team?

Yes, you can assign tasks to specific technicians or teams if they have user access to the location where the work takes place. Only active organisation members with access to that location are available to be selected as assignees.

Assignments are usually made by Managers or above, who can reassign visits via the Visits page by selecting a visit, choosing Reassign in the details panel, and updating the list of assignees. Engineers cannot open the planner or reassign visits but can edit visit cards assigned to them. When reassigning, at least one assignee must remain, and the reassignment moves the visit and its pending jobs to the new assignees.

Sometimes assignments may disappear after saving if you try to assign users who lack access to the visit's location or if you attempt to save changes without selecting at least one valid assignee. The system disables confirmation until these conditions are met, so ensure that assignees have location access and that the selection differs from the current assignment before saving.