Access Based on Location Notes Tab

The Access Based on Location Notes tab allows you to assign user access based on data in searchable Location Note Headers that you set up in Admin > Location Note Headers.

Location Notes Headers Setup

Setting the property of a location note header to either Exact or Contains will populate the Access Based on Location Notes tab. New searchable location note headers are refreshed every night (they will not appear on this tab immediately). This is useful if, for instance, you want to provide a user access to work orders for a specific District Manager or a selection of Regional Managers.

In the example below, there are three searchable Location Note Headers (Facility Manager, Region Manager, and District Manager). These three Location Note Headers are available for specifying user access as shown in the following screenshot. 

The screenshot below shows that the new header displays as an additional option for assigning user access on the Access Based on Location Notes tab.

Providing access based on location note headers

To give a user access based on a location notes header, simply click the desired location note header, and then click Save.