In each project, you can choose which Install users you'd like to include on the project. To define your Installation Team, open your project and go to Install>Team.

In the window that pops up, you'll see a list of all users in your company who have permissions for the Install module. Here, you'll have the opportunity to select or deselect your team members to add or remove them from the Installation Team.

A blue clipboard icon will appear next to all users who have the "Create Tasks (Project Manager)" permission. These team members can access the Install tab and create tasks.

An orange hardhat icon will appear next to all users who have the "Perform Tasks (Installer)" permission. These team members can access the Install tab and can be assigned tasks.

NOTE: Only team members with an orange hardhat icon selected on this screen will be eligible to be assigned to and perform installation tasks.

Once you've selected who is on the Installation Team for that project, scroll down and click "Save" to update your changes.

We hope this helps! Please feel free to reach out to us in Support Chat with any questions!