Overview
Users may need to create new groups - they are used to organize workers from different teams or branches into separate units and provide access to settings, forms, job types that are available only to specific groups.
Prerequisites
You need to have an account with Company Administrator, Super User role, or a custom role with access to create Groups.
Solution
- Log in to the Field Force Manager web portal using your credentials and company ID.
- Navigate to Administration > Groups.
- Click Create Group.
- Enter a name for the group and select the parent group.
This allows web users to create visual levels within Groups, displaying Group "tree" structures when selecting their filters for various features within the web portal. Parent groups do not affect settings for users in child Groups.
- Click Save & Close.
Testing
After completing step 5, the new group is displayed in the list with 0 users assigned.
You can proceed to assign existing users to the newly created group or create new users.