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  1. Common Questions and Issues for the Customer Experience Team
  • December 22, 2022 21:35
  • Updated

How to update a users Location permissions

Goal:

  • assigning locations to a user 
  • How to assign location 

Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.


Steps:

  1. Navigate to Settings from the left-hand navigation bar.
  2. Select Manage Users under the Setup & Manage settings.
  3. Locate the user and click their name. 
  4. Select the Roles & Permissions tab at the top of the screen. 
  5. Assign Locations to the user by clicking the buttons Locations under the Assigned Locations column
  6. Click the checkboxes for all locations the user should have access to (Procurement Roles may need a department assigned, depending on your domains set-up)
  7. Click Assign Locations to save the information to the user
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