Assigned Locations for Global Employees

Assigning locations to a global employee helps franchise businesses manage access and reporting more efficiently. It allows you to assign specific locations—or group them by region—so global employees only see and access the locations you designate. Access is based on the employee’s role; for example, a marketing manager can have access to all child accounts, while a regional manager may only access accounts within their assigned region.

This article explains how the Assigned Location dropdown works for parent accounts and how it affects location visibility across different parts of the system.

Things to Know: 

• The Assigned Location dropdown is only available on parent accounts and can be accessed by parent account owners.
• This dropdown includes individual locations and location groups. It does not appear on the owner's profile, as owners will automatically have access to all locations. 

• By default, the dropdown is set to all locations, but it can be adjusted to show specific ones.

• Global employees will only see data for the locations assigned to them.

• For better access control, you can create a custom role for the global employees and assign that role before assigning the locations. Learn how to create custom roles here

Contents:

• Assigning Locations to Global Employees
• Assigned Location Effects

Assigning Locations to Global Employees

1. Log in at the parent level
2. Go to Business Setup>Staff   
3. Open the global employee's staff profile 
4. Assign a role to the staff profile (create a custom role if needed)
5. Click the 'Assigned Location' dropdown located below the access level roles and select the desired child location to be assigned 
6. Click Save

Example of Assigned Location Effects

Scenario: 

A business has 6 locations. Global employee Victoria is assigned to only 3 of them.

Reports & Dashboard: When Victoria logs in, the Dashboard and Location filters will display data only for her 3 assigned locations. The child account and location filters in reports will only include the assigned locations 

Location Management 

Victoria will see and manage only the 3 assigned locations in the Location Management section.

For more information, contact us at support@mytime.com or (385) 233-6964.    

Related Articles:

Global Employees

Creating Staff Roles

Location Management