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.
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
4. From the edit person screen, scroll to the bottom of the page and click Manage Person
5. Select Manage Workgroups from the list of options
6. At the top of the workgroups screen, select the Insurer brand and Zone from the drop-downs
7. Once finalised, click Add Workgroup
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