Depot groups allow you to divide your organization into groups, controlling employee access to specific portions of it. This is particularly useful for businesses with many depots, but where office staff only need access to a select few for scheduling or other tasks.
Initially, all users have access to all depot groups, and this access must be manually disabled for each individual. This setup ensures that organizations not using depot groups can continue to operate as usual.
By default, only users with Administrator access will have the Depot Group Access permission enabled.
What is Restricted?
When an employee is restricted to particular depots they will only be able to see the resources, people and data assigned to the depots included in the depot group.
This includes:
Depots
Reporting Data
Equipment
Sites
Assets
Bookings
Leave
Kit
People
Vehicles
Blocklists
Access to clients has not changed at this stage and will follow the existing territory rules.
How To Enable Depot Group Access
Only workers with Administrator and Manager level access are able to grant permissions. To learn more about access and permission levels, click here.
Navigate to Admin on the sidebar
Select the Access Levels tab
Select the desired Employee
Scroll to HR Permissions
Toggle on Depot Group Access
Click Update
Creating Depot Groups
Only workers with Depot Group Access have the ability to change people's depot group and create and edit depot groups.
A depot group can contain one or more depots
A depot can be included in many depot groups
How To Create a Depot Group
Navigate to My Company on the sidebar
Select the Depot Groups tab
Click +New
Name Depot Group
Select which Depot/s you are attaching to
Click Create
Managing Employee Depot Group Access
Only employees with an access level of office staff or higher will appear in the depot group person interface. Employees will always have access to the depot they belong to. A person with Depot Group access will have visibility to all depot groups, and this will be indicated by a green cog instead of a green tick.
How To Manage Employee Depot Group Access
Navigate to My Company on the sidebar
Select the Depot Group People tab
Tick and untick the desired Depots Groups you'd like the employee (by default, employees have access to all depot groups)
Click Save
