Locations Tab


The LOCATIONS tab displays a list of all locations to which the user has access.

If the location is associated indirectly with the user through a role or management association, then the record appears greyed in the Source column. If the entry appears black, then DIRECT appears in the Source column, indicating that this location is assigned directly to this user.

While you may assign locations directly to a user, in many cases it may be preferable to associate the location through a management record or a role assignment instead. However, there may be times when direct association may be required. For example, if a user needs access to more locations than his/her role provides, then you can assign access to these locations directly to the user.

 

To associate a user directly with a location:

  1. From the User Profile page, click the LOCATION tab.
  2. Click the ADD button.

  3. From the list of available locations, select the location to associate with this user.
  4. Click the SAVE button. The location is added to the list.

 

To remove a location:

  1. Click the LOCATION tab.
  2. Click the box beside the location you want to remove. Note that you may only remove locations that are directly associated with the user. You may not remove any indirect associations.
  3. Click the DELETE button.