Location/District/Region Access Tab

Owned by Chellie Esters
Last updated: May 11, 2019
1 min read

The Location/District/Region Access tab allows you to assign the user access based on Location, District or Region. The Locations, Districts, and Regions listed here are set up in the Locations module in Service Automation. 

  • When assigning a user to a Region, the user will be assigned to all Districts in that Region and all Locations within that District.
  • When assigning a user to a District, the user will be assigned to all Locations in that District; Regions will be ignored.
  • When assigning a user to a Location, the user will only have access to the location(s); District and Regions will be ignored.

Therefore, the recommendation is to assign access based on one of these columns, not all three. This is useful in case locations are realigned, the user’s access is not disrupted. Alternatively, you can give the user access to All Locations, All Districts and All Regions checking the box at the top of each respective column. 

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