Users with access to assign people to a role or place a person will be able to send email communications to the assignee. This email will include the project name, project address, role name, assignment dates, and any additional custom text.
Table of Contents
- Communicate Assignment
- Communicate Assignment Removal
- Reviewing Communications
- How to Enable Assignment Communication
Sending a Communication
To send a communication, navigate to Projects > List > select a project > Roles tab. From there, you can click on the Communicate Assignment icon to send a communication. The icon will only appear if the respective role is active or upcoming and filled.
In the Communicate Assignment window, you can decide to include Project Address (if provided on the project) and Role Name. Additional notes to the communication recipient can be added in the Add Custom Text field (limited to 200 characters).
Here is an example of a Bridgit Bench email communication:
Communicate Assignment Removal
When removing a person from a role, an email communication can be sent to make the person aware.
Click Do not send to proceed without sending an email communication.
If a communication has been sent to a person in the past, a green checkmark will appear over the envelope on the Communicate Assignment icon
Hover over the icon to view a timestamp of the last communication that was sent:
The last communication timestamp will also appear when sending subsequent communications:
How to Enable Assignment Communication
Administrators can enable the Assignment Communication feature by going to Settings > Account > Account Management > Module Management and checking the Email checkbox under Assignment Communication: