As a company administrator using the User Groups tab, you can do the following to support order passing:
To create an order passing group:
Note: For a user group to pass orders to another user group, both groups must be assigned to each other using the User Groups screen.
Note: Ensure that the user groups being selected also have this new user group added to them.
The new order passing group appears in the data grid and the Settings and Users tabs are displayed.
The users are added to the group in the Users section.
To add a user to an order passing group:
The new order passing group appears in the data grid and the Settings and Users tabs are displayed.
The users are added to the group in the Users section.
Note: If you add a user to multiple order passing groups, set one of the groups as their "default" group.
To set a default order passing group for a user:
The order passing group is now set as the default.
Note: Saved changes in Setup are active immediately in TT. Before removing users from an order passing group, ensure that the impacted users are not actively managing or passing any working orders.
To remove a user from an order passing group:
Using the Settings tab, you can add or remove user groups, or change the name and description of the order passing group.
To modify an order passing group:
The Settings tab appears and shows the details for the selected group.
Note: Ensure that all user groups in your company have this user group added to them.
Note: Ensure that the user groups being selected also have this new user group added to them.
Note: Saved changes in Setup are active immediately in TT. Before removing user groups from an order passing group, ensure that the impacted groups are not actively managing or passing any working orders.