By assigning jobs and users to a group, you ensure that only the right people have access to the right information. This makes it easy to keep things separate across teams, branches, or customers.
You can create multiple groups and assign selected sub-users and jobs to those groups. Only the sub-users assigned to a particular group will be able to 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.
A Distributor/Retailer can group jobs by branch/store locations, so each branch/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.