Access to jobs, quotes, invoices and worklists are determined by the workgroup a person is assigned to and are defined by location. A person can only be assigned to one workgroup at one time but they are not required to be located in the location of the workgroup. Editing or changing a workgroup requires the existing one to be deleted.
1. Click People from the side menu
2. From the dropdown select Search People
3. Locate the relevant user from the list and click on their Person No to the left
5. From the edit person screen, scroll to the bottom of the page and click Manage Person
6. Select Manage Workgroups from the list of options
7. In the Workgroups screen, locate the current workgroup in the table
8. Click on the Delete link to the right of the workgroup
NOTE
People with no workgroup defined cannot have work assigned to them
Comments
0 comments
Article is closed for comments.