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.
- Select the down arrow next to the user account to edit and give access.
- Select Edit.
- Select Companies in the left-hand menu.
- 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.