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How to Assign/Follow New Locations/Regions to an Employee
How to Assign/Follow New Locations/Regions to an Employee

A step-by-step guide on how to assign/follow a new location/region to an employee.

Stevie McIntyre avatar
Written by Stevie McIntyre
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘People’ tab located on the top left-hand side of the below screenshot.

Once you select the ‘People’ tab the following screen will appear:

On this screen you will note the ability to search for the user you wish to update by ‘Name/ Email’ & ‘User Type’:

You’ll also note the ability to add additional filters by selecting the ‘+ Add Filter’ option to display the following additional filterable options:

Once you have located the user who you wish to update then click on their name as this is a hyperlink.

Once you have clicked on the user’s name the following screen will appear:

From here navigate to the ‘Locations’ tab on the left-hand side, once selected the below screen will appear:

From this screen, you will be able to update the user's assigned ‘Regions’ & ‘Locations’ by selecting the relevant options from the available drop-down menus. It’s worth noting that granting a user access to a ‘Region’ will grant access to all its associated ‘Locations’.

Once you’re happy with the updates made, select the green ‘Save’ button to save your changes.

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