Location manager permissions

Edited

Location-level permissions
Location managers have access to the location(s) to which they are attached only. This includes updating billing, adding and removing team members, updating location info, posting shifts, selecting and paying pros for the location(s). Location-level managers cannot make changes to the organization and are unable to create new locations within it.

  • To edit a location, a location manager needs to click the pencil icon in the location record. The three tabs Team, Billing, and Info at the top can be clicked to update the corresponding information in the tabs.

Location search menu
The new location search menu is found at the top right of the platform. Search and change your location here.

Location billing

Newly created locations will inherit the default organizational billing; however, this can be changed if the location requires custom billing that differs from the default organizational billing. To change/update billing for a location, click the pencil icon in the location, then click the Billing tab and make your updates.

See these articles for additional help with the billing type you want to use:

Adding location managers
Location managers can invite new managers to the location(s) to which they have access. Click on the Locations tab in the menu, then click the person icon next to the location(s) you want to invite the manager to. Or click the pencil icon in the location, and the Team tab will show the list of managers in that location.

Removing location managers
Click on the Locations tab in the menu, then click the pencil icon for the location you need to remove a manager from. In the Team tab, click the trash can icon next to the location(s) from which you want to remove the manager.

 

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