Adding an Individual Team Member
1
Open the job record
Navigate to Jobs and open the role you want to assign someone to.
2
Go to the Assignments section
Scroll down to the Assignments section on the job detail page.
3
Search for the team member
Type the person’s name in the search box. Matching users appear in the dropdown as you type.
4
Assign them
Click Assign next to the user’s name. They’re immediately added to the job’s assignment list.
Bulk Assigning Multiple Team Members
When you need to assign several people at once — for example, setting up a full delivery team on a new retained search — use the bulk assign option.1
Open the Assignments section
Open the job record and scroll to the Assignments section.
2
Click Assign Multiple
Click Assign Multiple to open the multi-select panel.
3
Select your team members
Tick the checkbox next to each user you want to assign to this job.
4
Confirm the assignments
Click Confirm. All selected users are added to the job in one action.
What Assignment Does
Understanding what happens when you assign someone helps you use assignments deliberately:Personal job view
Personal job view
Assigned jobs appear in each team member’s personal job view, making it easy for them to filter to just the roles they’re actively working without sifting through the entire jobs list.
Activity log
Activity log
Every assignment and removal is recorded in the job’s activity history — including who made the change and when. This gives you a clear record of team involvement over the life of a role.
Researcher role visibility
Researcher role visibility
Users with the Researcher role can only see jobs they’ve been explicitly assigned to. Assignment is the access control mechanism for Researchers — if a Researcher can’t see a job, check that they’ve been assigned to it.
Removing an Assignment
To remove a team member from a job, scroll to the Assignments section and click the X next to their name. The removal is logged in the job’s activity history.There is no limit on the number of team members you can assign to a single job. Add as many people as the role requires.