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Giving an existing user access to multiple locations
Giving an existing user access to multiple locations

A guide on the Regional Manager role and how to give them access to view data from multiple locations

Luis Fonseca avatar
Written by Luis Fonseca
Updated over a month ago

Note: to update users in the portal you must have the correct permission role (all roles except for "User" and "Billing Admin" can edit users. Click here to view all roles and permissions

Update User Role to Regional Manager

  • Click the gear icon on the top right

  • Go to the Users tab and click on the user you wish to edit

  • Give them the Regional Manager role and click on Update User

Assing Locations

  • Go to the Locations tab and click on the location you wish to give that user access to

  • Click the Add Manager button

  • Select the user you wish to give access to this location to and click on Create

  • Click on the arrow to go back to Location Management

  • Add that user as manager for the rest of the locations you wish to give them access to

If you have questions, please contact support by:

Monday-Friday, 7AM - 5PM PST

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