Assignments are how you control who reaches what. A role says what someone can do; their locations say where they can do it.
What you'll need
- Only Admins and Super Admins can change assignments.
Add someone to a location
To assign a location:
- Select your name in the lower-left corner, then Settings.
If you don't see it, open the side menu first.
- Select Users and Roles, then the person.
- Under Assigned Locations, select Add Location.
- Pick the location and confirm.
Remove someone from a location
On the same Assigned Locations table, select the remove control on the row and confirm.
Removing someone takes effect immediately. They lose the location from their picker, they come out of that location's chat, and their notification settings for that site are dropped.
What changes for them
A new assignment doesn't appear until they sign out and back in, because their session still holds the locations they had when they signed in. That's the usual reason somebody says a new site isn't showing.
Good to know- Assignments and roles are separate. Adding a location doesn't change what someone can do there; their company-wide role does.
- Removing a location removes them from its chat straight away, though what they already wrote stays.
- Someone with no locations can sign in but has nothing to work on, so assign at least one.
Common questions
Can I undo this?
Yes. Add the location back the same way. Notification settings for that location start fresh rather than coming back.
Why can't they see the new location yet?
They need to sign out and back in. Their session still holds the old list.
Does this change their role?
No. A role is company-wide and doesn't change when you add or remove a location.
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