Utilizing the Location-based user permissions

This article will explain how to assign and edit Location-based User Permissions.

• What's new?
  • Assigning Location-based User Permissions
  • Editing Location-based User Permissions
• FAQs

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

By following the steps below, you can easily assign Location-based user permissions: 

1. Log in to the online platform C-sar.
2. Navigate to the Gear icon on the top right side of the page. 
3. Select Users. You will be directed to the Users overview page. 
4. Click on the green +Invite user button.
   
5. Enter the *Name and the *Email address. 
   * is indicating mandatory fields 
   
6. 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.
   
7. 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 
     
8. 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.
9. Select the green Invite user button to send the invitation.

Editing Location-based User Permissions 

1. Navigate to the Gear icon on the top right side of the page. 
2. Select Users. You will be directed to the Users overview page. 
3. Locate the User you wish to modify and click on Edit permissions. 
4. Navigate to the Restrict Cafe users to locations section. 
   
5. Choose the location(s) from the dropdown menu that you want to restrict access for the selected user.
6. Click on Update user to apply the changes.

FAQs

How can I add a location? 

By following these steps, you can easily add a location:

1. Navigate to More > Locations on the main menu bar.
2. If you haven't added a location yet, you will see the following page:
   
3. Click +Add location.
4. Enter the following details:
   * is indicating mandatory fields
   
   
   • *Location name
   • *Location type
     💡 Select Cafe by clicking on the dropdown.
   • *Country
   • City
   • *Time zone
   • Street
   • Zip code
5. Click Create location. 

How can I delete a location?

By following the steps below, you can easily delete a location: 

1. Log in to the online platform C-sar.
2. Navigate to More on the main menu bar and select Locations.
3. Click on the Location name you wish to delete.
   
4. Click on the Delete icon on the top right side of the page.
   

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.

Related content

• How to add/remove users (user permissions)
• Managing Locations
• Setting up and Managing Cafe Tasks 

Congratulations! You are now ready to assign and edit Location-based User Permissions.

Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.