In this article, you will learn how to enable the "Self-Assignment" function on both an organization and team level.
Please note: This is a BETA feature and not yet 100% stable, some features may change or be updated. We welcome you to try this feature in its current state, and we encourage you to share feedback about it for further development.
The Self-Assignment feature is an add-on that allows your drivers to assign any tasks that are team-unassigned to themselves via their mobile app. This feature must be enabled for drivers to be able to access it.
Note: The self-assignment feature is available on all plan levels.
This article will cover:
Enable Self-Assignment for an organization
To enable self-assignment for your organization, first, log into the administrator account of the organization.
Once you have logged in, select the "Settings" icon on the top-right corner of the dashboard, then select the "Add-ons" section.
Once In the "Add-ons" section, you will be able to view the different add-ons Onfleet offers. You can then scroll down to "Self-Assignment", and turn the toggle to the right to enable the function. You can then select "Done" to save the changes made.
Once you have selected "Done" you can refresh your dashboard to ensure the changes are reflected in your organization settings. Now that the self-assignment function has been enabled, any drivers under your organization will be able to self-assign tasks.
Once you have enabled Self-Assignment for your organization, you must select which teams will have access to self-assignment.
Enable Self-Assignment for a specific team
Now that you have enabled Self-Assignment for your organization, the next step is to select which teams will have access to this feature.
To enable self-assignment for a team, select the "Settings" icon on the upper-right corner of the dashboard, and select the "Teams" section.
Double-click the team to open the team editor, and then select the "Enable Self-Assignment for Team" and click "Save" to save any changes.
Now the drivers in the team you have selected are able to self-assign any unassigned tasks in their team.
Screenshots and instructions on the usage of task self-assignment as a driver can be reviewed in this article.