Assigning new user access to locations

  1. On the Add New User page, select Create New Default Assignment.
  2. Click Location Access. The Assign Access to Location page is displayed.
  3. Specify this information:
    Global Access

    A user can have Global Access, which means that they have access to all companies and locations. Any user with Global Access can grant Global Access to other users. If a user does not have Global Access, the Global Access check box does not is not shown.

    Company

    Locations are assigned one company at a time. The Company list displays all companies for which the user has access to one or more locations.

    Locations

    For each company, as an administrator you can grant a user two levels of access:

    • All Locations: All current locations for the company, as well as any locations that are added in the future. The All Location option is not displayed if the current user has access to all locations for the company.

    • Specific Locations: Only the individual locations that are selected. Only the locations that the current user has access to is displayed.

  4. Click OK after selecting the locations you want to grant the user access to within a company.

    The locations are added to the User’s Locations list. If you want to remove locations that the current user should not have access to, click Remove.