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With the new Location Manager permission, Organization Admins can now assign specific people that are organization members to oversee particular locations.

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  1. From the Dashboard, navigate to the sidebar dropdown (three white bars) in the top left of the page

  2. From here, select App Navigation, and from this dropdown, select Locations

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  3. Select the location node you would like to give specific access to for the assessor, and select the “profile tab” for this location.

  4. On thistab, select “Edit Users” on the Managers Card on the page.

  5. This will pull up a prompt that has the users with the organization-member permission, that can now be assigned as Location Managers. Selecting the user will make them a Location Manager for this location and all of the child locations below it.

Note

For the node that the assessor is assigned, they will inherit all the child locations below the selected node.

If Region - West is selected, each location below this Region - West will be available for access for this new Location Manager. But, the user will ONLY have access to that specific location they are assigned.

There are 3 regions in this organization, but the new location manager will only see the single region that they have been assigned, and the nodes they don’t have access to are grayed out. (This users view is pictured below).

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