Creating Location Group Roles

How to create Location Group Roles

A Location Group Role is a designation of a title to an employee for a series of Locations within a Location Group. This title grants them access to parts of the Employee Portal (decided by administrator) for all Locations within the Location Group. In order to create a Location Grouping see this related article:
How to Create a Location Group

Note: This is different to a Location Role which works on a single Location basis.
See this related article for more information:
Creating/Editing Location Roles


Instructions on how to create a Location Group Role:

  • Log in to Bizimply as an admin
  • Click on your name/email in the top right-hand corner
  • Select "Roles" from the drop-down list 
  • Select "Location Group Roles" from the left hand table
  • Here you can choose to create a role (blue button) or edit a role (pencil icon) Note: If you edit a role this will affect staff who have this level of access already
  • You will have to name and describe the access of this new role. (We would also recommend updating the description with any change you make on existing roles). 
  • Now you can then choose to turn on what aspects of the system will be visible for this role 
  • When turning on a section please check the "Choose options" details to ensure access within that tab is correct. 
  • Once happy with the role click save and you can now apply this access to your staff

Note: Once you have created the Location Group and Location Group Role, you can designate certain Location Group Roles to employees for a Location Group using the following article; How to Assign Location Group Roles to an Employee for a Location Groups

Benefits:
This allows you to control the levels of access to employees and make sure that what they can see is just the aspects of the system they require. 

Questions? - Just Ask.
If you have any questions regarding creating your Location Group Roles please use "Ask Bizimply" and we can guide you through setting these up correctly.