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How to create Location-assigned Roles
How to create Location-assigned Roles
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Written by David Webb
Updated over 2 months ago

You can now create “location assigned” roles that are restricted to use only within that assigned location.

You also still have the ability to create roles that can be used in all your company’s locations. Those roles are now called “company wide” roles.

You can create both of these roles from scratch or by duplicating an existing role.

What is the difference between “location assigned” roles and “company wide” roles?

“Location assigned” roles are restricted and only shown when booking shifts for the specified location while “company wide” roles are available and always shown when booking shifts in all of the company’s locations.

This is a great feature to use when certain locations have different requirements such as different pay rates or other specified certifications or attributes.

Where do I find my company’s roles?

Navigate to your “Roles” view in your business portal

Open your business portal, click “Account Settings” in the left menu, then click the “Roles” tab.

You now will see all your roles listed with a tag that says “Company Wide” or the name or street address of the location it is assigned to.

How do I create a new “location assigned” role?

Check your permissions

Before you start, you will need to have the right permissions to create and edit roles across the company or at your location.

Navigate to your “Roles” view in your business portal

Open your business portal, click “Account Settings” in the left menu, then click the “Roles” tab.

You now will see all your roles listed with a tag that says “Company Wide” or the name or street address of the location it is assigned to.

Create the new role

Next, you can create a new “location assigned” role by either (1) creating a new role from scratch and assigning a location or (2) duplicating a current role and assigning a location.

(1) creating a new role from scratch and assigning a location

Click the “+ Create new role” button in the top right corner of the “Roles” tab.

In that first view, you’ll see a new dropdown labeled “Location”. Click on that dropdown and select the location you wish to assign to that role.

Fill out the rest of the fields in all steps of the form then & click “Create” to create your new role.

This new role will now appear in the list of roles for your company with the tag of the location assigned to the role.

(1) duplicating a current role and assigning a location

Click the “...” button in the top left corner of the role you wish to duplicate. Select “Duplicate role”.

In this first view, you’ll see that all of the fields are pre-filled in with the same settings as the duplicated role, except without the “Location” field filled in. Click on that dropdown and select the location you wish to assign to the new role.

Edit any other fields you wish to update.

Click “Create” to create the new role. This new role will now appear in the list below with the location assigned.

This new role will now appear in the list of roles for your company with the tag of the location assigned to the role.

These new “location assigned” roles will now be available to use when booking shifts in the same location.

How do I create a new “company wide” role?

Follow the same steps above in the ‘How do I create a new “location assigned” role?’ section and instead select the “Company wide” option instead of a location.

This new role will then appear in your list of roles with the “Company Wide” tag shown with the role.

These new “company wide” roles will now be available to use when booking shifts in any company.

FAQs

Can I update the location of a role after I create it?

No, but it’s an easy fix!

  1. Duplicate the existing role with the incorrect location, select the correct location and make any edits you need, then select “Create” to create the new role

  2. After creating your new role with the correct location, archive the role with the incorrect location.

Can I use a “location assigned” role from one location at another location?

No, you will need to create a new role that is “company wide“ to share between multiple locations or create a new role for that other location. You can use the “duplicate role” feature to make it easier!

Do I need to make location-assigned roles to use it at my location?

No, you’re welcome to use company-wide roles in all your locations.

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