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Manage staff access & roles across multiple locations (for multi-sites)

[For Multi-site Admins] Learn how to update staff permissions and sites they should have access to at the organization level.

Written by Audrey

Multi-site Administrators can manage staff access and roles across all locations from the centralized Organization dashboard, or by switching between sites.

Managed from the Organization dashboard:

Must be managed at the individual site:

  • Add staff to multiple sites

  • Update staff roles and Multi-Site Admin access

  • Set each staff member's default login location

  • Adding new staff profiles

  • Update staff personal profile details

  • Room assignments


Add staff to multiple sites

Staff must first be added at each individual site under Staff & Payroll before they can be managed from the Organization dashboard.

Learn more: Add staff.


Update staff assigned program sites

  1. Log in on the web

  2. At the top of the left sidebar menu, click the current program name

  3. Next to the staff, hit Actions > Edit role & Locations

  4. Select the locations you wish to add or remove

  5. Click Close to save

Update staff permissions across program sites

  1. Log in on the web

  2. At the top of the left sidebar menu, click the current program name

  3. Next to the staff, hit Actions > Edit role & Locations

  4. Select their new role at each location

  5. Click Close to save


FAQs

Can a staff member be added to multiple locations using the same email address?

Yes, the same email address must be used to add a staff member to multiple locations within the same organization. This allows them to toggle between locations in the app or on the web.

How do I update admin access for staff?

From the Organization’s dashboard > Staff, click Actions > Edit role & locations. Then select the new permissions for the staff member.

Who can access the Organization dashboard?

Only Multi-Site Admins can access the Organization dashboard to manage staff across multiple sites.

Why can't I manage certain staff from the Organization dashboard?

Staff must be listed at the individual site location before they can be managed from the Organization dashboard.

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