Choosing a User's Locations

A user can only log in to the application for the associated location(s) displayed on the Locations tab of the user record.

{Franchise Note}: Users can only be linked to a location associated with the same franchise entity as they are.

 

1. Under the Security menu, click Application Users.
2. To edit a user record, click on the User ID hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the Locations - {USER} tab.  

4. To add one or more Locations:

1. Click the Plus (Add) icon.
2. Click to select the appropriate location(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
3. Click the [<] (Add) button to add the selected option(s) or click the [<<] (Add All) button to add them all.
4. When finished, click the (X) (Close) or (>) (Collapse) button in the selection panel to close/collapse it.
   If you collapse the panel, you can use the (<) (Expand) button to reopen it.

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

If necessary, you can click on a row and click the Trash Can (Delete) icon to remove it.

  

 

 

 

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