How to Assign Users as "Location Managers"

Owned by Evan Thomas, created
Last updated: Jul 08, 2024
3 min read

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

Specific permission examples include:

  • access to only one specific building

  • access to a whole slew of buildings on a campus

  • access to a whole region and its campuses, buildings, and levels.

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

  1. 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

  2. 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, and select “Locations”

    step 1 dashboard.png

  3. On the location hierarchy page, select the location in which you are trying to provision the users access for as a location manager.

    step 2 locations.png

    1. 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.



  4. Once selected, you will be brought to that specific locations profile page.

    1. Of the 3 tabs available in the middle of the screen, select “profile.”

    2. From this location’s profile tab, find the “Members” card, and select “Edit Users”

       

  5. This will pull up a dialogue 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 (for this example, they will receive access to Corwin Building, Distribution Building, MacGyver Building, and Manufacturing Building)

     

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. (This users view is pictured below).

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