Default Process Server Setting

There are three options for setting a default process server for new jobs:

  • If you enter a lot of jobs for many different servers, then you may want to select — Blank — as the default, so you can choose the server for each job, or assign the server at a later date.
  • If you typically enter jobs for yourself, then you can choose Same as Job Creator as the default server. Whoever enters the new job will be set as the server for that job. This is the default option for new accounts.
  • If there’s one server that you enter most or all jobs for, then you can select Default Employee as the default server. You must also edit that employee, and check the box that says Set as default server on new jobs.

To select a default process server, go to My Account > Settings.

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