By default, users must belong to a location on creation. Mercu allows users to be assigned to one or many locations.

Before adding users to a location, make sure you have configured location information within the account.

You can add team members to a location in multiple ways.

On the sidebar of the platform, navigate to the 'Account' page. Jump to the 'Locations' tab and click on the location that you wish to add team members into.

Click on the 'Add Team Members' button, and a modal will pop up to filter and search for team members you wish to add to that location. You may filter for team members by type, role, existing locations or via the search bar.

Click add team members to add the selected users to the location.

You'll need to jump into team members' profile pages to update and add location-specific roles and types. See our documentation on how to update team member profiles.

When manually creating team members, you will be required to select a location.

On the 'People' page, select 'Invite Team Members' on the top right-hand side of the page and click on the 'Individual' tab.

First name, phone number and location are mandatory fields when inviting a team member manually. Phone numbers must be unique across all users at the account level.

To add team members to multiple locations in bulk, select 'Invite Team Members' on the top right-hand side of the page and click on the 'Bulk Upload' tab.

A template of a data-sheet can be found here.

The bulk uploader will use the phone number as the unique identifier of a team member. Any mapped fields with a value will be updated with whatever new value is provided via bulk upload.

On the 'Map Columns' step, you will need to map a column to the 'Location' template field. This column should correspond to the Location ID of the location you wish to add.