How to Add a Collaborator

A Collaborator is a secondary Coordinator who works jointly on an order. Collaborators can help manage staffing alongside the primary Coordinator.

Steps to Add a Collaborator

  1. Open the Order you’d like to update.
  2. Go to Job Details.
  3. Under Main Details, find the Collaborator field.
  4. Select the person you’d like to assign as a Collaborator.
  5. Click Save.

Why Use Collaborators

✅ Share responsibility for staffing an order

✅ Ensure coverage if the primary Coordinator is unavailable

✅ Improve flexibility in managing jobs

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