How do I access my new locations after a promotion?

If your responsibilities are to manage one or more locations, you will need to contact either a Supervisor for that location(s) or the Squad Admin for your organization.

User to Location Admin

A Location Admin for that location(s) will need to adjust your visibility and permissions for the location(s) you wish to become a Location Admin for.

The Location Admin will need to go to the Admin Tab > Edit User > Set Role > to "Location Admin" and select the locations for your new responsibilities. Finally, remember to save!

Note: If you are moving outside the group of locations they manage you will need to connect with a Squad Admin.

Location Admin of a single location to a Location Admin for Mulitple Locations

If you are upgrading from managing a single location to more than one location, you should connect with a Squad Admin for your organization since they will have visibility for all locations and users within a squad and can assign you to any number of locations.

They will find your account in the Admin tab (Users) > Edit User > Then they will check the boxes next to the locations you will be supervising > Save (at the bottom of the profile page).

Note: Adding locations to your reports does not require an adjustment of your role.

Location Admin to Squad Admin

The only role that can assign Squad Admins is other Squad Admins within that squad. If you are being elevated to a Squad Admin, please contact the Squad Admin for your locations to make those adjustments. The Squad Admin would adjust your role to "Squad Admin" and then select the first check box under the role dropdown to assign all locations. Again do not forget to save!