Filter by CSR or Sales Rep
We have included a new set of permissions inside of the User Group settings.
As seen in the above image, these two new permissions will allow the admin to limit the view of a user to only see the Organization, People, and Jobs that have the user listed as either the CSR, Sales Rep or both.
Essentially, this new feature allows a manager to include a Sales Rep as a user in PrintJobManager, but limit what they can view to only their customers and jobs. The same goes for a CSR. By selecting this option, the user or users assigned to this group, have a limited view of the information within PrintJobManager. By default, the boxes will be unchecked and allow access to all information by users in this group.
What needs to be done using the above permission is if an admin user(Sales) is assigned to a user group(Sales group) then the "Limit view based on sales rep field" should be marked checked and other one as unchecked.
Whereas if there is an admin user(CSR) that is assigned to user group(CSR) then the "Limit view based on CSR field"
Important Note: For super user both should be unchecked so that they can see all jobs
Hence if the Job is placed using the organization that has the CSR(who is part of CSR group with "Limit view based on CSR field" option checked) will only see the jobs associated with it, likewise the organization that has the Sales(who is part of Sales group with "Limit view based on Sales field"option checked) will see the jobs associated with it.