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How to Add a user as a Work Order Operator

Follow these steps to give someone in your workspace access to work on Work Orders.

Before you start

Anyone assigned a Work Order becomes an operator for that request - see Operator Seats FAQ for what that means for billing after your trial ends.

Adding a technician

  1. Go to Users in your workspace settings.
  2. Add the person as a user if they aren't already, or locate their existing profile.
  3. Assign them the role that fits how they'll work with Cheqroom day to day (for example, Front Desk Admin or Work Order Agent) - being an operator isn't tied to a specific role, so use whichever role matches their actual permissions needs.
  4. From any Work Order, use the Assignee field to assign it to them. They'll be notified and the Work Order will appear in their queue.

A quick note

You don't need to do anything special to "make someone an operator" - it happens automatically the first time they're assigned a Work Order. If you want to remove someone's operator status, unassign them from any open Work Orders.

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