Where to assign locations to a staff member
Open the staff profile from Admin → Staff and scroll to the Location field. This field accepts one or many branches. Anything you tick here defines the universe of branches the staff member could potentially see.
You can change the assignment at any time. Removing a branch immediately revokes access at the next page load, and the staff member's location picker updates on their next sign-in.
- Tick a single branch for site-based staff such as front-desk receptionists.
- Tick several branches for regional managers who travel between sites.
- Leave the list empty only when you intend to disable the account.
Role × location intersection
A staff member's effective access is always the intersection of two things: the branches their role grants permissions on, and the branches their staff profile is assigned to. If either list is empty for a branch, the staff member sees nothing on that branch.
For example, a role scoped to branches A and B, paired with a staff profile assigned to B and C, produces effective access only at branch B. This rule lets you author a small number of reusable roles and shape each staff member's reach by adjusting their location list.
- The role decides what the staff member can do.
- The location assignment decides where they can do it.
- The overlap is what actually shows up in the UI.
The AllLocations special access
AllLocations is a special constant inside the permission system. A staff member granted this permission can switch to any branch in the picker and can also view global reports and dashboards that aggregate every site.
Owners and head-office admins typically receive this. If a staff member has no location access at all, the picker is locked and they see only the single branch implied by their profile, never the cross-branch totals.
- AllLocations on: picker shows every branch plus an All locations option.
- AllLocations off: picker shows only the branches in permissionLocations.
- No access: picker is locked and global data is hidden.
