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How To Setup Default Assignee Types

  1. Go to Company Settings
    Screenshot 2026-09-11 at 2.51.52 AM
  2. Expand the **Trips** and **Assignee** sections, choose a default Assignee Type, and click **Save**.

    UtilizeCore offers three Assignee Types:

    - **Vendors**: Your subcontractors

    - **Team Members**: Your employees or internal technicians

    - **Region Team Member**: Internal technicians assigned to specific regions. Their access will be limited to the regions they’re assigned to.



    Screenshot 2026-09-11 at 3.15.44 AM

    When you create a new Work Order, the default Assignee Type will be applied for everyone in your company
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