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Assign Company Reps

The list of Company Representatives for a job controls 2 things:
  1. Assigning USERS or 3RD PARTY accounts as company reps to a job gives them the ability to create or edit reports.
  2. Assigning Non-users (contacts) as company reps to a job allows names to be displayed as Job Supervisors on the report.

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Assign Users / 3rd Party Accounts

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Select from Users

Select from Users From the Users list in Create Job or Edit Job, select the users that will be entering reports and listed on the report as Supervisors.
This will determine which users have access to create and edit reports for the job.

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Assign Non-Users / Contacts

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Select from Contacts

Select from Contacts assign-company-reps.mdx From the Non-Users list in Create Job or Edit Job, you can select Contacts that you would like to display on the report as Supervisors.
These names will be listed on the report as Supervisors on location, but do not have access to RigReports and will not be able to edit reports.This is commonly used when job supervisors are using a shared account to create reports, but still need their individual names listed on the report as supervisors.

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Create New Contact

Create New Contact If a contact does not exist and you would like to add them, click the New Contact button.
This will open a window where you can create the contact and select them as Non-Users company reps.

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Submit New Contact

Submit New Contact
Creating a new contact will NOT give them the ability to login to the RigReports application. If a login is needed, you will need to create a User account.
An email address is required to create a new contact. If you do not have an email address for the contact, you can use first.last@rigreports.com as a placeholder. For example, for John Doe you would enter john.doe@rigreports.com.

Select Company Reps for a Report

View the Select Current Company Reps for a Report guide.