Project assignments: Key Account, users, teams

Project assignment defines who is responsible for a project and who can work on it. It sits on the project itself, and the roles, teams, and user rules behind it are configured under Users and Teams (Settings > Company settings > Users & Teams). This page covers the three assignment slots and why they matter. For how teams, leaders, members, and users work, see Users, roles, licenses, and teams.

Who this is for

Account managers and installer-admins assigning people to projects.

Open project assignment

1. Open a project from the project list.
2. Click Project assignment at the top of the page.
3. An overview panel opens on the right with three assignment types: Key Account, Users, and Team. An info icon next to each explains the role.

The three assignment types

• Key Account — the Key Account Manager is the main contact for the end customer. They receive every offer notification, manage the offer, appear on the offer PDF cover page (name and photo where available), and are the main contact in the customer portal. There is exactly one Key Account per project. Assigning a new one replaces the current one. Set it at lead creation, because sales-performance reporting rolls up by Key Account.
• Users — additional people who get edit access within their role's limits, such as technical back-office, the installation lead, or the installation crew. You can assign multiple users at once.
• Team — assign a whole team in one click instead of listing individuals. A team assignment gives team leaders visibility on the project. See Users, roles, licenses, and teams for the full leader-and-member rules.

Anyone covered by any of the three slots can see the project.

Why assignment matters

View rights

Assign a person to a project to give them access to it. Assign them as Key Account, as a project user, or as a leader of an assigned team.

Reporting

Sales-performance dashboards aggregate by Key Account. A clean, stable Key Account assignment is what makes "who closed the most" trustworthy. A project with no team assigned does not appear in any team's report.

Pro tip: When you re-assign a project from one team to another, remove the first team in the assignment panel before adding the second. Team assignment adds to what is already there, so adding a team does not drop the one already assigned.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests or something missing → drop a note to your account manager.
• Bug reports → include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026