With the new Location Manager permission, Organization Admins can now assign specific people that are organization members to oversee a particular location, or a number of specific locations in the organization.
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Specific permission examples include:
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For the location layer that the assessor is assigned, they will inherit access for all the child locations below the selected node. If a Campus is selected, each location below this Campus will be available for access for this Location Manager. But, the user will ONLY have access to that specific campus and locations below it they are assigned. There are 3 campuses in this organization, but the new location manager will only see the single campus that they have been assigned, and the nodes they don’t have access to are grayed out. |
Instructions
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You will first need to add the user you are trying to make a location manager as a “org-member” from the users page. If you need assistance with how to add a user, please see Adding a User to an Organization
Once the user is added, navigate to the Main Dashboard, navigate to the sidebar dropdown (three white bars) in the top left of the page
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,
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and
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Select the node you would like to give specific access to the assessor.
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On the node details page you have selected, select “Edit Users” on the Managers Card on the right side of the page.
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select “Locations”
On the location hierarchy page, select the location in which you are trying to provision the users access for as a location manager.
You can also use the “spotlight search” function in the top left of the location page, and quickly find the location you’re looking for.
Once selected, you will be brought to that specific locations profile page.
Of the 3 tabs available in the middle of the screen, select “profile.”
From this location’s profile tab, find the “Members” card, and select “Edit Users”
This will pull up a
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dialogue that has the users with the
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organization-member permission, that can now be assigned as Location Managers.
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Selecting the user
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will
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make them a Location Manager for
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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.
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this location and all of the child locations below it (for this example, they will receive access to Corwin Building, Distribution Building, MacGyver Building, and Manufacturing Building)
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There are 3 campuses in this organization, but the new location manager will only see the single region campus 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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