Assigned Locations for Global Employees

The Assigned Location for Global Employees feature is designed to help businesses with multiple locations manage access and reporting more efficiently. It allows you to assign specific locations or group them by region, ensuring that employees only see and access the locations they are responsible for. This article explains how the Assigned Location dropdown works for parent accounts and how it impacts location visibility across different parts of the system.

Things to Know: 

• The Assigned Location dropdown is only available on parent accounts and can be access by parent acount owners.
• It does not be appear on the owner's profile, as owners will automically have access to all locations. 

• By default, the dropdown is set to all locations, but it can be adjusted to show specific ones.

• Global employees will only see data for the locations assigned to them.

• For better access control, you can create a custom role for the global employees and assign that role before assigning the locations. Learn how to create custom roles here

Contents:

• Assigning Locations to Global Employees
• Assigned Location Effects

Assigning Locations to Global Employees

1. Login at the parent level
2. Go to Business Setup>Staff   
3. Open the global employee's staff profile 
4. Assign a role to the staff profile (create a custom role if needed)
5. Click the 'Assigned Location' dropdown located below the access level roles and select the desired child location to be assigned 
6. Click Save

Example of Assigned Location Effects

Scenario: 

A business has 6 locations. Global employee Victoria is assigned to only 3 of them.

Reports & Dashboard: When Victoria logs in, the Dashboard and Location filters will display data only for her 3 assigned locations. The child account and location filters in reports will only include the assigned locations 

Location Management 

Victoria will see and manage only the 3 assigned locations in the Location Management section.

For more information, contact us at support@mytime.com or (385) 233-6964.    

Related Articles:

Global Employees

Creating Staff Roles

Location Management