Before you start
Access is permissions-based. If you can’t edit profiles, ask a Company Admin.
Granting a Region gives the user access to all Locations within that region.
Steps
Open People
Go to People from the main navigation.
2. Find the employee
Search by Name/Email and set User Type as needed.
(Optional) Use + Add Filter to narrow results.
Click the employee’s name to open the profile.
3. Open Locations tab
In the profile sidebar, select Locations.
4. Assign access
Choose one or more Regions (grants access to all sites in that region), and/or
Select specific Locations from the dropdowns.
5. Save
Click Save (green) to apply changes.
Tips
Prefer assigning a Region if the employee works across many sites—it’s faster and easier to maintain.
For limited access, assign specific Locations only.
If users require access across the estate, assign the region ‘All Locations’ rather than individual locations/ regions to save time.
Troubleshooting
Can’t see the Locations tab: You may lack permissions—ask a Company Admin.
Region/Location missing from dropdown: The site may be inactive or outside your scope—confirm with admin.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.