Determine which business locations Salespeople, Associates, and Admins are given access to within the Team Hub.
Primary Audience: Super Admins
Assigning Salespeople and other internal Users to specific location(s) provides customized access to only the information and Clients relevant to their day-to-day business. Salespeople will only have access to view their assigned Clients within the assigned location(s), while Associates and Admins will have access to all Clients within the assigned location(s).
Users with Super Admin role permissions have the ability to assign internal Users to locations at any time. This can be during User account setup for new employees or as needed throughout an employee’s time at your company.
Follow these simple steps to assign location(s) to a Salesperson:
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In the Team Hub, navigate to the Admin tab
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Select the Users tab
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Select the User you want to assign to a location
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Click on Edit User Info, found on the bottom of the left panel of the profile summary.
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Click into the Location field
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Select or deselect the checkboxes next to the desired locations
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Scroll to the bottom of the page and select Save.
Here is a video that walks through each step of the process:
Example: Setting up a new Salesperson to have access to the necessary locations.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.