How to Bulk Trade Assign by Service Providers
Not yet followed by anyonThis article will support you in inviting, assigning and managing your Service Providers
Bulk Trade Assignments
After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Service Providers tab found in the left menu bar.
Once you have clicked on the Service Providers tab, you will be presented with a list of all Service Providers that have accepted their invite to Ecotrak.
You'll want to click on the Trade Assignment tab at the top.
Once you click on the Trade Assignment tab, you will be able to view your Trade Assignments By Trade, By Location or By Service Provider.
click on By Service Provider and you will see a Service Provider dropdown on the left side panel.
Click on the Service Provider dropdown and search for the vendor that you would like to be assigned. After selecting a provider, choose to which trades are they going to be assigned.
Once a vendor and trade is selected, click on the check box to assign the vendor on that location then click the Bulk button located at the top section.
Note: You can select multiple locations at once
Once you've clicked on the Bulk button a screen on the right will pop up and you will be able to select which rank the vendor will be assigned to.
Note: You can only assign them by first, last rank, or un-assign the vendor on this location.
You also have the option to toggle the "Admin Only" button which will make the vendors visible to admin users only.
Once you have completed your trade assignment, click on Save at the bottom right and your changes will be saved.