When you need this
Every JC Job SprintSuite creates in Greentree needs a Job Manager and an Account Manager. SprintSuite uses one Greentree person, the Default job manager, for both. Job sync is blocked until one is set.
The job's responsible staff member in SprintSuite is never sent to Greentree as Job Manager or Account Manager.
Before you start
Greentree is connected and job sync is switched on for your company.
Your role has Integrations tab: Read & Write.
To assign an existing person: the staff catalogues are synced, so JC employees are available to pick.
To create a new profile: Branches, Profit Centres and Employee Types are all synced.
Steps
Open Settings → Integrations → Greentree → Default job manager for the billable company.
Choose one option:
Assign existing: pick an active JC employee from the list and save. Use this if Greentree already has a person you use as job manager.
Create profile: enter a title, start date, branch, profit centre and employee type. SprintSuite creates a new HR Person and JC Employee in Greentree and sets them as the default. The profile isn't linked to any SprintSuite staff member.
Confirm the tab shows the default job manager.
What success looks like
The tab shows the default job manager's name and code.
New JC Jobs in Greentree show that person as Job Manager and Account Manager.
If it fails
Create a default Greentree job manager profile before syncing on a job → no default is set, or the person is now inactive in Greentree. Set or replace it here.
Person missing from the list → re-sync the staff catalogues on the Staff tab.
Create profile fails on missing fields → sync Branches, Profit Centres and Employee Types, then fill every field.
The connection drops while creating → reconnect on Credentials, then check Greentree before trying again so you don't create a second profile.