Manage users across all locations in the company.

Select the Users icon on the left-side navigation bar.

Select the + New User button in the top right corner.

Fill out the New User information. Select the new user’s user role. Select Next.

Review the permissions set for the user role assigned to this new user. All permissions are customized through user roles. Check out our help center article User Roles & Permissions to learn more. Select Next.

Set the new user’s rates and commissions. Select Create.

Select the location(s) that this user will have access to. Select between All Locations or a Subset of Locations.

If you want to provide a user with access to all existing and future locations within a company, select All Locations. Then select which Company or Sub-company you’d like to provide access to.

Please Note: When All Locations is selected, the user will have access to all existing and future locations under the specified company or sub-company.

If you want to provide a user with access only to specific locations within a company, select Subset of Locations. Select which Company or Sub-company you’d like to view the location options for. Search or filter the list and select the checkbox next to the locations.

Select Create.

View all users from multiple locations on one page. Select Customize to choose which user data is displayed in the table.

Select Filters to select which data is included.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!