Utilizing user groups for scheduling can also extend to the coordination of multiple technicians.
To Setup user groups go to:
- Go to Settings->Tenant->User Groups
- Type in User Group name
- Click on Green checkmark to save it
Once user groups are created, you will see following two options for each users:
- "Groups" refers to the collection of user groups a user is a part of. A user can belong to multiple groups.
- The "Scheduler Default Group" establishes the initial filter applied to the scheduler.
Within the scheduler, you will notice a filter located above the list of users at the bottom right corner. This filter serves to narrow down the available options for user selection, displaying only those users who belong to the group that has been chosen.
User Group Scheduling is a connected function that permits the scheduling of all users within a specific group simultaneously. This capability is exclusively accessible within the Schedule tab located on the Work Order.
For further assistance or inquiries, reach out to our dedicated support team at support@jobboxsoft.com