Accounts - Setting Up and Job-Restricting a User

IBOS allows you to set up a list of Jobs related to the customer that is attached to a particular user account. This list can then be displayed on your website, giving that specific user the ability to select a job where the orders will be delivered.

Setting Up the Jobs List

To set up your Jobs list, open your site’s Web Admin to access the profile of the user you want to add Jobs to. Click the Add Jobs (+) button to open the list of Jobs.

Double click on the Jobs related to the customer that you want to add. You have the option of adding more than one Job to the list.

When selecting a Job for a user, keep in mind that each job can only be assigned if the customer attached to the user is related to the Job selected. If the Job you chose is not connected with the attached customer, a pop-up message will appear and ask you to add the customer that’s related to the Job you want to attach:

You also have the option to search for a Job using the available Search Parameters. If a Job isn’t available or part of the search parameters you’ve typed in, the results will yield a blank page.

After making your selection, go to the Profile tab and click the JobRestricted checkbox. This will ensure that only the Jobs you selected for this user will be displayed on the live site.

Click the Save button to save your work.