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

  1. Go to the Equipment Page
  2. Click Add to create a new item, or Edit an existing one
  3. Scroll to the Assigned User field
  4. Select the user from the dropdown list
  5. 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 to Mike
  • Generator B to Rachel

This lets other team members know who is currently using or managing each generator without needing to send manual updates.


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