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Field workers: the sector is chosen at invitation
When your company has sectors, every field worker is linked to one or more sectors as soon as they are invited. For the team already in place, one window links everyone at once, with the sector closest to each address already suggested.
What changes
- Settings › Access › Users › "Invite a user": for a field worker, a new "Sectors" block comes after the activities. At least one must be ticked; several are allowed. The summary on the right shows them.
- Company with a single sector: it is ticked automatically, nothing to do.
- "Invite several people" gets a "Sectors" column and a "Same sector for all field workers" bar to fill everything in one click.
- Office roles (manager, administrator…) have no sector.
The team already in place
- Smart assignment › Human resources: a banner shows the field workers without a sector; "Link" opens the "Link the team to sectors" window.
- For each field worker, the sector whose radius contains their address (otherwise the closest) is suggested with a dotted outline: one click accepts it, "Accept the suggestions" accepts them all.
- The same window opens when you create a new sector, when you move one to the trash and some field workers no longer have one, and after a file import.
- Your very first sector automatically receives all your field workers.
Example: you invite Fatou as a field worker for cleaning, while the company has "Paris Centre" and "Paris Nord". The invitation is only sent if at least one of the two is ticked. The "Get started" guide keeps the "Assign your first cleaners" step to do while a field worker has no sector.