Assign user to company / location

It is important to provide the created user access to company and location(s) data. This will determine what information the user can view.

  1. Select the down arrow next to the user account to edit and give access.
  2. Select Edit.
  3. Select Companies in the left-hand menu.
  4. Select the company name in the 'Assign a new company' dropdown list. Select 'Assign' button if the user should have access to all data in that company. If the user should have access to a single location, assign a single location in the 'Assign a new shop' dropdown list. Repeat this step for each separate location required.