User Groups
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What is the purpose of User Groups?
How do I assign a user to a User Group?
User Groups Purpose
User Groups serve to streamline user management and focus, allowing users to concentrate on other users and technicians they are responsible for. As a result, users will only see the work orders that are assigned to technicians within their group (or unassigned work orders). Additionally, they will only receive notifications related to the technicians within their designated user group. This approach ensures efficient coordination and effective communication among your team members.
IMPORTANT: If an HQ user is not assigned to any user group, they will be unable to utilize the User Group filter in the dispatch board, each request type, time card, etc. Consequently, the User Group filter will display as blank.
NOTE: However, even if no user group is assigned, the HQ user will still have visibility over all work orders, request types, time cards, etc.
Create a User Group
To create a new User Group, in HQ go to Admin/User Groups and click on the '+' sign at the top right of the screen.
Enter the desired group name, then click [Save].
Assign Users to a User Group
After the User Group is created, the back-office accounts and technicians can then be assigned within the respective User Group or from a User Profile. NOTE: One to many user groups can be assigned to a single person.
Within User Group
Go into the User Group details, click the '+' sign in the Users card.
Select the respective accounts to add, then click [Add].
From User Profile
Go to Admin/Users, locate the respective user and click the three vertical dots to select
From the User Group dropdown, select the respective User Group(s) then click [Save].
