Access by Location/Division set up

Modified on Tue, 8 Mar, 2022 at 4:12 PM

Adding a Security Role by access of location or division will allow this user group to only see and have access to jobs within that selected area, instead of having access to all jobs.


If you don't currently have this feature activated, please contact our support team who will arrange for it to be switched on.

Once live, please follow the below steps on how to add and amend the locations/ divisions per user group.

The setup

  • Select Settings, then Security Roles. 

  • Choose the appropriate Security Role to edit:

  • Select either the Locations or Divisions section within the Security Role.

Within the Locations and Divisions tabs, you will have the option to select multiple locations/divisions, simply use the Add Location/Add Division picker.


Once complete, press Save then Exit.

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