Multiple locations and location managers

Set up your locations

1. Open the menu at the top right, choose Settings, then Locations.
2. Add each site, like “Downtown store” or “North warehouse”.
3. On the Employees and Vendors pages, click Edit and choose each person’s location. Their requirements move with them.
4. For company items like a store’s permit, click Edit on the requirement and choose its location.

Once you have locations, the Dashboard, Requirements and Employees pages get an “All locations” filter, and the Compliance packet page can make a report or share link for one location.

Give a manager just their location

1. Invite them on the Team page (they need to join first).
2. Next to their name, choose “Only [location]”.

• They only see that location’s employees, vendors, requirements and documents.
• They get reminder copies and overdue alerts for their location only.
• They can’t export the company’s data, change billing, or invite new teammates.