Managing employees, clients, and coaches across multiple locations doesn’t have to be overwhelming. With this feature, you can assign users to specific locations, departments, and sub-departments for seamless operations. 🌟 By ensuring Location Admins only access what’s relevant to them, you can maintain control, security, and efficiency.
Why This Feature is a Game-Changer 🚀
Easy User Management: Assign employees, clients, and coaches to their locations for clear visibility and control.
Targeted Reports: Generate accurate, location-specific reports with just a few clicks. 📊
Secure Role Access: Give Location Admins the exact tools they need—nothing more, nothing less.
What You Need Before You Start 🛠️
Make sure you’re ready to go with these prerequisites:
Admin Access: Ensure you have Admin permissions.
Location Details: Gather the required information like name, phone number, and address for your invites.
Who Will Benefit from This? 🤔
This feature is ideal for:
Global Admins: Oversee and structure your entire organization with ease.
Location Admins: Manage employees, clients, and engagements for specific locations.
Organizations with Multiple Locations: Perfect for businesses that require localized management.
How to Get Started – Step-by-Step 🧭
Step 1: Add a Location 📍
Go to the Settings and click Org Structure > Add Location
Enter the company location details, including:
Name
Phone Number
Address
Click Save to confirm.
Step 2: Add Departments 🏢
From the same page as the above step, select Add Department.
Provide a name for the department and click save.
Optionally, create sub-departments or business units for deeper reporting capabilities.
Step 3: Assign Locations to Employees 👩💼👨💼
Employees added by a Global Admin are visible to all unless assigned to a specific location.
To assign a location:
Open the Employees Page.
Find the employee and click the three dots (More Options).
Select Update Employee Info.
Choose a location and click Save.
Step 4: Assign Location Admins 🛡️
Navigate to the Employees Page from the Dashboard.
Find the employee you want to assign as a Location Admin.
Click the three dots next to their name and select Update Employee Roles.
In the popup, select Location Admin as the role.
Assign a location and click Save.
Pro Tips & Best Practices 🔑
Use Clear Names: Consistent naming for locations and departments makes management easier.
Double-Check Assignments: Ensure everyone is tagged to the correct location to avoid mix-ups.
Delegate Wisely: Assign Location Admins who are familiar with the specific area or department.
Troubleshooting? We’ve Got You Covered. 🛠️
Can’t Find an Employee?
Check if they’ve been assigned to the correct location.
Ensure the admin role is set up correctly.
Issues Generating Reports?
Verify that the Location Admin is accessing data tagged to their location.
Need more help? Contact our friendly support team at [email protected]. 😊