> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign team members and vendors to events

> Choose who is responsible for scheduled work—your staff, outside vendors, or both—when you create or edit an event.

## What you will accomplish

You will use the **Assigned to** control on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) to connect each event to the right people:

* **Team members** on your staff (detailers, porters, service managers).
* **Vendors** you work with (outside detail shops, transport companies, mechanics).

**Expected outcome:** The event shows clear ownership on the calendar, in **Table** view, on the **Progress** board, and when someone uses **Assigned to me**. Vendors appear with a building icon so your team knows the work may happen off-site.

## When to assign someone

* You already know which staff member will run the visit.
* An outside partner will pick up, service, or deliver the vehicle.
* A manager wants each technician to filter [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) to **Assigned to me** at the start of the day.
* Handoffs matter—notes explain *what* to do; assignment explains *who* owns it.
* The visit is **All day** (no clock time). Someone still needs to own it, or **Assigned to me** will hide it.

## Before you start

* Team members already exist in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team).
* Vendors already exist in [Contacts > Vendors](https://www.carstoragesoftware.com/dashboard/contacts/vendors) when you plan to assign outside partners. See [Manage vendors](/docs/payments/manage-vendors.md).
* You can open [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and click **Schedule Event**, or open an existing event and click **Edit Event**.

> [!TIP]
>
> **Vendors must be set up first**
>
> The assignee list only shows vendors your facility has already added. If you do not see a transport or detail company, create the vendor record first under [Contacts > Vendors](https://www.carstoragesoftware.com/dashboard/contacts/vendors), then return to Schedule.

## Assign when you create a new event

**1. Open Create New Event**

On [Schedule](https://www.carstoragesoftware.com/dashboard/schedule), click **Schedule Event**.

**Expected result:** The **Create New Event** window opens.

**2. Fill in event type, customer, and time**

Choose the **Event type**, vehicle or customer, date, and time the same way you normally would. See [Create an appointment](/docs/schedule/create-an-appointment.md) if you need the full walkthrough.

**3. Open the Assigned to control**

Find **Assigned to** on the left side of the form. It may show **Unassigned** when no one is selected yet.

Click the **Assigned to** button.

**Expected result:** A searchable list opens with **Team members** and **Vendors** sections.

**4. Select team members and/or vendors**

Click one or more names to place a check mark next to them.

* **Team members** show a person icon.
* **Vendors** show a building icon and usually the company name (for example **Elite Detail Partners**).

You can select more than one person when two partners share the work.

**Why this matters:** Assigned names travel with the event everywhere your team looks—calendar blocks, **Table** rows, and **Progress** cards.

**5. Click Create Event**

Finish the rest of the form and click **Create Event**.

**Expected result:** The event block shows the assignee summary. Team members can turn on **Assigned to me** to see only their work.

![Assigned to picker open on Create New Event showing Team members and Vendors sections with checkboxes](https://mintcdn.com/carstoragesoftware/65OxqKrCpk0fG4Bx/images/schedule/schedule-assignees-picker-fresh.webp?fit=max\&auto=format\&n=65OxqKrCpk0fG4Bx\&q=85\&s=a0930bc6f9b46e899efed649acab1444)

*The **Assigned to** picker lists your staff and vendors in one place. Search at the top when the list is long.*

## Change assignment on an existing event

**1. Click the event on Schedule**

Find the event on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and click it.

**Expected result:** The event detail panel opens on the right (or as a sheet on smaller screens).

**2. Review who is assigned today**

Near the top of the panel, look for assignee names or **Unassigned**.

**Expected result:** You see staff names, vendor company names, or a building icon for outside partners.

**3. Click Edit Event**

Click **Edit Event** in the panel.

**4. Update Assigned to**

Open the **Assigned to** control, add or remove team members and vendors, then save.

**Expected result:** The calendar and **Progress** board show the new owners immediately.

![Schedule event detail panel showing a transport event with an outside vendor listed as assignee](https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-event-vendor-assigned-detail.webp?fit=max\&auto=format\&n=G8UHOQQoCr9klzqv\&q=85\&s=490f538b3ea03982bd548042137b3885)

*After you save, the detail panel shows who owns the job. Transport and off-site work often list a **vendor** with a building icon.*

![Edit Event form with Assigned to open showing a vendor selected with a check mark](https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-edit-assign-vendor.webp?fit=max\&auto=format\&n=G8UHOQQoCr9klzqv\&q=85\&s=13f4ee167944be29a9708dd1310b1d2c)

*In **Edit Event**, open **Assigned to** again to add staff, swap vendors, or clear the field if plans changed.*

For time or date changes without opening the full form, see [Update, assign, or reschedule an event](/docs/schedule/update-assign-or-reschedule-an-event.md).

## Filter to your own work (Assigned to me)

Technicians and porters often start the day by hiding everyone else's events.

**1. Open Schedule**

Go to [Schedule](https://www.carstoragesoftware.com/dashboard/schedule).

**2. Click Assigned to me**

Near the top of the page, click **Assigned to me**.

**Expected result:** The calendar, table, or progress view shows only events assigned to **your** staff account.

**3. Turn the filter off when you need the full team view**

Click **Assigned to me** again (or choose **All** / clear the filter) to see every visit.

**Why this matters:** Managers usually keep the full calendar visible; individual techs use **Assigned to me** as a personal to-do list.

![Schedule page with Assigned to me filter active showing only events for the signed-in user](https://mintcdn.com/carstoragesoftware/65OxqKrCpk0fG4Bx/images/schedule/schedule-assigned-to-me-filter.webp?fit=max\&auto=format\&n=65OxqKrCpk0fG4Bx\&q=85\&s=171e33a552e926ac991f169309dcc918)

***Assigned to me** is a quick personal filter. It does not include vendor-only events—those stay on the full team calendar.*

## How assignments look on the calendar

> [!NOTE]
>
> **One staff member** — the event may show their name on the block or card.
>
> **One vendor** — look for the building icon or company name in the assignee summary.
>
> **Several people** — the summary may shorten to two names plus a count (for example **Alex +1**).
>
> **Unassigned** — the event is still on the calendar, but no one is responsible yet. Managers often filter these during morning planning.

## Assign vendors for transport and off-site work

Transport runs and outside detail visits are common reasons to pick a **vendor** instead of (or in addition to) a staff member.

* Choose an event type such as **Vehicle Transport** or **Dealer Service** when the work happens off-site.
* Assign the transport or detail **vendor** in **Assigned to** so dispatch knows who is responsible.
* When the **vehicle** physically leaves your building, also update parking on the car record—see [Send a car to an outside vendor](/docs/parking-spots/send-a-car-to-an-outside-vendor.md).

## Common mistakes to avoid

> [!WARNING]
>
> **Do not confuse vendor assignment with moving a car off-site**
>
> Assigning a **vendor** on an event tells your team who owns the *scheduled work*. To record that the *vehicle* is at a vendor location on your parking map, use [Move a car](/docs/cars/move-a-car.md) on the car record.

> [!TIP]
>
> **Check permissions if the field is grayed out**
>
> Some roles cannot change assignments. Ask an admin to update the event or review permissions in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team).

> [!WARNING]
>
> **Vendor not in the list?**
>
> Add the company under [Contacts > Vendors](https://www.carstoragesoftware.com/dashboard/contacts/vendors) first. The **Assigned to** picker only shows active vendor records your facility has already created.

## Troubleshooting

> [!WARNING]
>
> **I do not see the Vendors section**
>
> Your facility may not have any active vendors yet. Open [Contacts > Vendors](https://www.carstoragesoftware.com/dashboard/contacts/vendors), add the partner, then return to Schedule.

> [!WARNING]
>
> **Assigned to me shows nothing**
>
> The filter only shows events assigned to **your** user account—not vendors. Vendor-only events stay visible on the full team calendar.

> [!TIP]
>
> **All-day work still needs an owner**
>
> Turning on **All day** only hides the clock time. It does not assign the job. Set **Assigned to** so the next person can find the visit with **Assigned to me**. See [Create an all-day event](/docs/schedule/create-an-all-day-event.md).

## What to do next

* Create the event: [Create an appointment](/docs/schedule/create-an-appointment.md)
* Schedule work with no clock time: [Create an all-day event](/docs/schedule/create-an-all-day-event.md)
* Change time or notes later: [Update, assign, or reschedule an event](/docs/schedule/update-assign-or-reschedule-an-event.md)
* Add vendor records: [Manage vendors](/docs/payments/manage-vendors.md)
* Track off-site vehicles: [Send a car to an outside vendor](/docs/parking-spots/send-a-car-to-an-outside-vendor.md)


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