Overview
The Jobs Matrix lets you define the jobs and abilities your team performs, then assign them to individual team members. This provides a clear picture of who can do what across your operation. Both the Members and Roster tables display a Jobs column showing each person’s assigned jobs as badges. For members with many assignments, the first two jobs are shown inline with a +N more badge that opens a full list. The Jobs Matrix tab on the Members page provides a cross-reference grid of all members vs all jobs at a glance.Jobs Catalog
Define jobs like CR Writer, Stock-In, or Detailer
Abilities Catalog
Define abilities like Lease, Consignment, or Mechanical
Roster Members
Track non-authenticated team members by name
Job Assignments
Assign jobs and abilities to any team member
Key Concepts
Jobs and Abilities
A job represents a role or task performed at your auction (e.g., “CR Writer”, “Stock-In Clerk”, “Detailer”). Each job can optionally have an activity rate — the number of cars one person can process per hour — used for staffing calculations. An ability represents a specific skill or specialization within a job (e.g., “Lease”, “Consignment”, “Mechanical”). Abilities are linked to jobs to describe what a person is qualified to do within that job.System vs Custom
Both jobs and abilities follow the same global-plus-custom pattern used throughout the platform:| Type | Description | Editable? | Deletable? |
|---|---|---|---|
| System | Pre-defined entries available to all auctions | No (name locked) | No |
| Custom | Entries you create for your auction | Yes | Yes (if unused) |
System entries ensure a consistent baseline across all auctions. You can supplement them with custom entries specific to your operation.
Roster Members
Roster members are non-authenticated team members tracked by name only. They are useful for:- Contractors or temporary workers who don’t need app access
- Staff who only need to be tracked for job assignment purposes
- Maintaining a complete staffing picture without requiring everyone to have an account
Managing the Jobs Catalog
Accessing Jobs & Abilities
Creating a Custom Job
Editing a Custom Job
Managing Job Abilities
When editing a job, you can link abilities to it using the abilities manager:- Add abilities — Use the combobox to search and select abilities from the catalog
- Remove abilities — Click the X on any ability badge to unlink it
- Changes are saved immediately
Deleting a Custom Job
Managing the Abilities Catalog
Creating a Custom Ability
Editing and Deleting Abilities
- Edit — Click the … menu on any custom ability row to update its name or description
- Delete — Abilities that are currently assigned to team members (via job assignments) cannot be deleted. The delete dialog shows the usage count
Managing Roster Members
Accessing the Roster
Adding a Roster Member
Editing a Roster Member
You can update the name, notes, and active/inactive status of any roster member:Inactive roster members are hidden from the default roster view but their job assignment data is preserved. Use the status filter to view inactive members.
Deleting a Roster Member
Viewing the Jobs Matrix
The Jobs Matrix tab on the Members page shows a cross-reference grid of every team member (both authenticated and roster) against every defined job.- Search — Use the search field to filter members by name
- Member type — A badge next to each name shows whether they are an authenticated Member or a Roster member
- Summary — The count above the table shows the total number of assignments across all members
Assigning Jobs to Team Members
You can assign jobs to both authenticated members and roster members from their respective tables on the Members page.Opening the Assign Jobs Dialog
Find the Member
Navigate to the Members tab (for authenticated members) or Roster tab (for roster members)
Adding a Job Assignment
Managing Abilities on an Assignment
Each job assignment shows the abilities linked to that job as toggleable badges:- Filled badge — Ability is signed off for this member
- Outline badge (dimmed) — Ability is available but not yet signed off
Ability Sign-Off Tracking
When a manager, admin, or owner enables an ability badge for a team member, the system automatically records:- Who signed off (the current user’s name)
- When the sign-off occurred (timestamp)
If a signer’s account is later removed, the badge tooltip will display “Removed admin” to indicate the sign-off record exists but the signer is no longer in the system.
Qualification Percentages
Each job assignment displays a qualification percentage based on how many of the job’s linked abilities have been signed off: Qualification % = (Signed-off abilities / Total job abilities) x 100 This percentage appears in several places across the admin UI:- Members & Roster tables — Color-coded percentage next to each job badge
- Jobs Matrix — Fraction and percentage in each cell (e.g., “3/5 (60%)”)
- Assign Jobs dialog — Summary line per job (e.g., “2/4 (50%)”)
| Percentage | Color | Meaning |
|---|---|---|
| 66%+ | Green | Fully or mostly qualified |
| 33–65% | Yellow | Partially qualified |
| Below 33% | Red | Needs more sign-offs |
Removing a Job Assignment
Click the trash icon next to any assigned job to remove it. The member will no longer be associated with that job.Permission Requirements
| Action | Owner | Admin | Manager | Team Member |
|---|---|---|---|---|
| View Jobs & Abilities catalog | Yes | Yes | No | No |
| Create/edit/delete custom jobs | Yes | Yes | No | No |
| Create/edit/delete custom abilities | Yes | Yes | No | No |
| Manage roster members | Yes | Yes | No | No |
| Assign jobs & sign off on abilities | Yes | Yes | Yes | No |
| View Job Ability Report | Yes | Yes | No | No |
Best Practices
Start with System Entries
Start with System Entries
Review the pre-defined system jobs and abilities before creating custom ones. They cover common auction roles and can save setup time.
Link Abilities to Jobs
Link Abilities to Jobs
Connect relevant abilities to each job so that when you assign a job to a member, you can quickly specify their specializations without searching through the full abilities list.
Use Roster Members for Contractors
Use Roster Members for Contractors
Add temporary or contract workers as roster members rather than creating full accounts. This keeps your staffing picture complete without cluttering the authenticated member list.
Set Activity Rates
Set Activity Rates
Configure activity rates on jobs to enable staffing calculations. Rates represent how many cars one person can process per hour for that job.
Review Assignments Regularly
Review Assignments Regularly
Periodically review job assignments to ensure they reflect current team capabilities. Remove outdated assignments and add new ones as team members develop skills.
Troubleshooting
Can't delete a job or ability
Can't delete a job or ability
Cause: The job or ability is currently assigned to one or more team members.Solution:
- Open the delete dialog to see the usage count
- Use the Assign Jobs dialog on affected members to remove the assignment
- Once all assignments are removed, delete the job or ability
Roster member not appearing
Roster member not appearing
Cause: The member may be marked as inactive.Solution:
- Change the status filter on the Roster tab from Active to All
- Find the member and edit them to set Active back to on
Abilities not showing on a job assignment
Abilities not showing on a job assignment
Cause: No abilities have been linked to that job in the catalog.Solution:
- Go to Settings > Jobs & Abilities
- Edit the job and use the abilities manager to link relevant abilities
- The linked abilities will then appear as toggleable badges in the Assign Jobs dialog