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How to Add and Manage Job Types

Written by Merilin Peetris

Work types can be created and managed through Settings → Types of Job → Add Type of Job.

1. Adding a New Job Type

After selecting Add Type of Job, a configuration window will open where you have to:

  • Enter the name of the work type

  • Save your changes

Once created, the new work type becomes available throughout the system.

2. Managing Employee Access to Work Types

By default, all employees are automatically linked to every newly created work type.

If you want certain employees to see only specific work types, you can adjust their access:

  1. Open the work type and go to the Bound Employees tab.

  2. Drag employees from the Bound list to the Unbound list (or vice versa) to control which employees have access.

This ensures employees only view and select the work types relevant to their roles.

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