Contractor Assignments

Contractor Assignments let admins delegate leads and customers to contractors. Contractors see only the records assigned to them, keeping the portal focused and secure.

Prerequisites

• Feature flag: enable_contractor_system must be true in tenant config.
• Subscription tier: pro (base tier does not include contractor features).
• At least one user with the contractor role must exist.

Assigning a Contractor

1. Navigate to a Lead or Customer detail page.
2. Open the Assignments panel (admin-only section).
3. Select a contractor from the dropdown and click Assign.

Each assignment creates an audit log entry for traceability.

Assignment Limits

There is no hard cap on the number of assignments per contractor, but a warning threshold is configurable in the tenant environment:

Setting	Default	Description
ASSIGNMENT_WARNING_THRESHOLD	15	Shows a warning when a contractor exceeds this many active assignments

The warning is informational only; it does not block the assignment.

Revoking an Assignment

1. Open the entity’s Assignments panel.
2. Click the Remove button next to the contractor.
3. Confirm the removal.

Revoked assignments are logged in the audit trail.

API Endpoints

Method	Path	Description
POST	/api/v1/admin/contractor-assignments	Create an assignment
GET	/api/v1/admin/contractor-assignments	List all assignments
DELETE	/api/v1/admin/contractor-assignments/:id	Delete an assignment

All endpoints require the admin role and the enable_contractor_system feature flag.