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How To Create Groups For Users
How To Create Groups For Users
Fin avatar
Written by Fin
Updated over 3 months ago

You can add multiple groups and assign any person who can benefit from the data fed to the group.

This feature is useful for 3rd party logistics (3PL) who would be performing deliveries for different customers.

How To Use The Group Feature To Restrict The Information Available To Each Sub-User

Steps

  1. Enable the Group field in Settings

  2. Add Groups (Group A and Group B)

  3. Assign users to the group (Customer A to Group A)

  4. Assign jobs to the group

Enable the Group Field

  1. Go to Settings > Job > Fields.
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  2. Enable the Group > Save.
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HOW TO ADD GROUPS

In your admin dashboard,

  1. Click on Users.

  2. Click on Group tab and click on Add Group.
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  3. Type the name of the group and click Save.

HOW TO ASSIGN A USER TO A GROUP

In your admin dashboard,

  1. Click on Users and click on Users tab.
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  2. Click Add User and fill in the name, email and role.
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  3. Click on the Group drop down box, select the group and click Save.
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HOW TO ASSIGN A JOB TO A GROUP

  1. Go to Jobs > Deliveries / Collections > Click on the date of the delivery on the calendar.
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  2. Under Deliveries tab, click on Add Delivery button or click on the existing current job to reveal a Delivery form.
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  3. After filling in the delivery details, click on Groups column and select the group to be assigned.
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  4. Click Save.
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