Groups are used to organize and segregate jobs information so that you can control the access for only specific
You can create multiple groups and assign selected sub-users and jobs to a group . Only the sub-users assigned to a particular group can view jobs that belonging to that group. (How To Use The Group Feature To Restrict The Information Available To Each Sub-User)
For example:
A 3rd Party Logistics (3PL) company can group jobs by the different customers they serve, so that each customer can only sees their own delivery jobs.(particularly useful for 3PLs who perform deliveries for different customers)
A retail chain can group jobs by store locations, so each store only manages its respective delivery jobs
Steps
Enable the Group field in Settings
Add Groups (Group A and Group B)
Assign users to the group (Customer A to Group A)
Assign jobs to the group
Enable the Group Field
Go to Settings > Job > Fields.
Enable the Group > Save.
HOW TO ADD GROUPS
In your admin dashboard,
Click on Users.
Click on Group tab and click on Add Group.
Type the name of the group and click Save.
HOW TO ASSIGN A USER TO A GROUP
In your admin dashboard,
Click on Users and click on Users tab.
Click Add User and fill in the name, email and role.
Click on the Group drop down box, select the group and click Save.
HOW TO ASSIGN A JOB TO A GROUP
Go to Jobs > Deliveries / Collections > Click on the date of the delivery on the calendar.
Under Deliveries tab, click on Add Delivery button or click on the existing current job to reveal a Delivery form.
After filling in the delivery details, click on Groups column and select the group to be assigned.
Click Save.