Location employee settings allow you to manage which employees have access to the location. Locations can also be assigned through Security (Users) settings.
From the location list, identify the location you wish to edit and click to open its profile.
The list will default to Location Details. Click Employees to access the location's Employees settings.
Current Users - The list will refresh as new users are added or removed and automatically assign users to their specific role; Managers or Employees. Note: The system classifies Agents as Employees.
Search - Enter the user name you wish to add.
Select All - Click to select all unassigned users.
Name - You can select multiple users for a location by clicking multiple names. Note: Selecting 2 non-sequential employee names while pressing Shift on your keyboard will include all the employees in-between.
Assign users - Once 1 or more users are selected, the right facing arrow becomes enabled. Click to assign users to the location. Note: The process of removing users from locations works the same way but in reverse. Once you've selected users from the Assigned window, click the left-facing arrow.
Once you've adjusted your settings, you can Save or Cancel your changes.