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How do I set an employee's primary location?

As a manager, you have the ability to view and assign a primary location to an employee. The steps below will guide you through this process.

  1. Click on Management > Employees from the dashboard.
  2. You will then be redirected to the Employee Profiles page. Select an employee to make the changes to and click the edit icon under the Actions column.
  3. Click the Location Access tab. In this tab you will be able to see the primary location and location access permission groups of an employee.
  4. To change the primary location, click Edit, then change select a new location from the Primary Location dropdown.
  5. Click the Save button.

Upon saving the settings the selected primary location will be employee's main location, all other settings will be based on his primary location. Make sure this is correct and that the employee has the correct location access.

The employees access in the primary location depends on their location access. You may want to check out this article about location access and how it can be used in relation to Primary location: How do I assign location access permissions to an employee?



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