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Site View Level Access

Short guide on accessing SITE VIEW to see individual site Sales Input and Rota/People Management

Jonathan Eve avatar
Written by Jonathan Eve
Updated over 2 years ago

If you have Operational/Head Office access, you have the functionality to view Reporting and Data for multiple sites at one time. You may also need to see individual site-specific data, including Rotas, People Data and Daily Sales Data input.Β 

To access "SITE VIEW" level data, please follow the steps below;

1. Select VIEW HOUSES from the main menu;

2. From the VIEW HOUSES screen, click the EXPAND ALL or Drop Down arrow, to show all houses available to you;
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3. This will show a breakdown of all sites available to you;
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4. Simply click the site name you wish to access and this will take you into SITE VIEW level.

Once in SITE VIEW, you can easily switch between sites by using the Orange SITE SELECTOR option that will appear at the top of the left hand menu;

The below video further explains the article.

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