ClubOS allows Club Admins and Location Managers to add or remove Location Access for employees assigned a role lower than their own. Granting multi location access allows a employee to operate within specific club locations in ClubOS, making it easier to manage employees who work across multiple locations.
Follow the steps below to edit an employee's Location Access.
Note: Location Access only determines which club locations a staff member can access. An employee's permissions and capabilities within each location are controlled by their assigned Role and Permissions. Click here to learn more about Roles.
1. Locate the Staff Member
Using the User Search, navigate to the desired employee's profile.
2. Open Account Settings
From the employee's profile, hover over the ‘User Settings’ gear icon in the upper-right corner and click to access the employee's user settings.
3. Select a Default Location
Scroll to the Location Access section and select the Default Location dropdown menu.
Note: This location will serve as the staff member's primary location, and its data will automatically populate on their dashboard when they log in.
4. Grant Access to Additional Locations
To provide access to multiple locations, select the desired locations from the Other Locations field.
- Windows Users: Hold the Ctrl key while selecting multiple locations.
- Mac Users: Hold the Command (⌘) key while selecting multiple locations.
Selected locations will be highlighted in blue.
5. Save Your Changes
Select Save Location Information to apply and retain your changes.
Additional Note:
If a staff member has access to multiple locations, their dashboard will initially display data from their Default Location upon login. Use the KPI, Follow-Up Window, Top Ten, and Calendar dropdown menus to switch between locations and view location-specific data.
