How to Assign Users to Equipment
👤 Assigning Users to Equipment
📘 Overview
Ontraccr allows you to assign a user to any piece of equipment. This feature helps visually indicate which team member is currently responsible for or using a specific item, improving accountability and oversight.
🔔 This assignment is informational only — it does not restrict access or enforce permissions.
👥 Who Can Be Assigned?
You can assign any active user in your Ontraccr account.
- Typical use cases include:
- Indicating who is currently using a truck or tool
- Identifying a point of contact for maintenance issues
- Assigning responsibility for high-value assets
🛠️ How to Assign a User
- Go to the Equipment Page
- Click Add to create a new item, or Edit an existing one
- Scroll to the Assigned User field
- Select the user from the dropdown list
- Click Submit to save the assignment
The user’s name will now appear in the equipment’s profile.
👁️ Where the Assignment Appears
- On the Equipment Page (in both card and list views)
- Inside the Equipment Profile under the “Details” tab
- Available when filtering or viewing a specific equipment item
❗ Important Notes
- This feature does not notify the assigned user
- No permissions or restrictions are applied based on assignment
- The field is editable at any time
🧠 Use Case Example
Scenario: Your company has a limited number of generators used across several projects.
You assign:
Generator A
toMike
Generator B
toRachel
This lets other team members know who is currently using or managing each generator without needing to send manual updates.