Utilizing the Location-based user permissions
This article will explain how to assign Location-based User Permissions.
Table of Contents
What's new?
We strive to simplify your workflow, enabling you to concentrate on the essential aspects that are most important to you.
The newest location-based Permissions feature aims to streamline tasks and boost productivity by granting users access to location-specific information tailored to their assigned location.
This will not only save time but also ensure that users can focus on their specific tasks without unnecessary distractions.
Assigning Location-based user permissions
Tips and Recommendations
Before you begin assigning users to specific locations, we recommend adding a location first.
By following the steps below, you can easily assign Location-based user permissions:
- Log in to the online platform C-sar.
- Navigate to the
Gear icon and select Users. You will be directed to the Users overview page. -
Click the +Invite user button.
-
Enter the *Name and the *Email address.
* indicates mandatory fields
-
Choose the role you wish to assign to the user.
By selecting the Custom option, you can further customize the user's permissions to align specifically with their assigned location, providing more tailored access.
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In the Managed advanced permissions section, you can customize the user's permissions even further. Simply click on the checkboxes and select options from the dropdown menus as needed to choose from the following permission levels:
- View
- View & Edit
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On the right side of the page, you will find the Location section. If you manage multiple locations, you can limit the user's visibility to a specific location by selecting the corresponding checkbox.
- Select the green Invite user button to send the invitation.
FAQs
How can I add and/or delete locations?
By following the steps described here, you can easily add and/or delete locations.
How can I edit user permissions?
By following the steps of this article, you can easily edit user permissions.
What happens if a user is not assigned to any Location?
If a user is not assigned to any location, they will have access to view all locations.
Congratulations! You are now ready to assign Location-based User Permissions.
Your opinion matters. If you have further questions, feedback, or concerns, please submit a support ticket directly from support.cropster.com. 