First, we must share the employee with the locations they will need access to.
- Go the the main location of your employee
- Go to the employee profile details tab
- Click on shared locations
- Add their shared locations
- Hit Save
Once you have the employee shared across the correct locations, you must give them their role and share that across each location!
1. Go to the employee profile roles tab
2. Select the employee role you need to give them
3. Hit Save
4. Answer "Yes" to the popover asking you if you would like to share this role across all locations.
Good job! You have now given your employee a role in their main location and each of their shared locations.
You're employee will receive an email from Bizimply informing them of their role(s) in each location.
Tip: If this employee has a different role that does not apply in all locations, you must go to their profile in that location, change their role, and answer "No" to the popover asking you if you would like to share this role across all locations.
Creating/Editing an Employee Role