Overview

Managing admin roles ensures that responsibilities within the organization are clearly defined and easily accessible. With multiple clients, orders, and job requests, knowing who is responsible for what minimizes confusion and streamlines communication. NextCrew allows organizations to associate users with specific records such as Clients, Orders, and Jobs, making it easier to identify the accountable person at every step.

Area

This feature applies to User Role Management and Record Associations within the platform. It directly supports teams that manage Clients, Staffing, Compliance, and Delivery workflows.

Navigation

  1. Navigate to Settings > Code Tables -> Admin Roles.

  2. Select the record type (Client, Order, Job) you want to manage.

  3. Assign one or multiple users with a defined Title to that record.

  4. Save and confirm to make the association visible across the platform.

Benefit

  • Clear ownership of responsibilities across multiple clients and orders.

  • Easy identification of who to contact for questions or escalations.

  • Eliminates duplication of responsibility and reduces response delays.

  • Improves transparency and accountability within large teams.

  • Flexible enough to handle multiple users with the same title (e.g., multiple Account Managers).

Field Reference

  • ID – Unique identifier of the user-role link.

  • Order – The order or transaction the role is associated with.

  • Name – Assigned person responsible for the record.

Screen References

  • Order Screen – Displays who is managing the order from staffing or client delivery standpoint.

  • Client Screen – Identifies the primary Account Manager or Client Manager for communication.

  • Job Screen – Shows roles such as Staffing Manager overseeing job assignments.

Pro Tip

Use standardized role titles (e.g., Compliance Manager, Account Manager, Staffing Manager) for consistency, and avoid duplication by keeping role definitions aligned with business processes. This ensures faster searching and filtering when locating responsible individuals.

FAQ

Q1: Can more than one user be assigned to the same role for a client?
Yes, multiple users can be assigned, especially useful for Account Managers handling different regions.

Q2: Can roles differ by order or job even for the same client?
Yes, each order or job can have its own assigned users to reflect the actual responsibility.

Q3: How are users notified of their assigned role?
Users can receive role assignment updates within the platform or via configured notifications.