Assign users to a facility
Assigning someone to a facility gives them access to it. It then appears in their facility switcher, and they can work there as far as their role allows.
Who can do this: Admin
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Select Facilities in the sidebar.
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Select the three-dot menu on the facility’s card, then Assign Users.
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Tick the people who should have access, and untick anyone who shouldn’t. You can search by name, email or role.
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Select Update.
The change takes effect right away. Someone you just added sees the facility after they reload the page or select Refresh Facilities in the switcher.
Who appears in the list
Section titled “Who appears in the list”The list shows the people in your company. Someone with a disabled account is marked (Disabled).
People you’ve invited don’t appear until they’ve accepted their invitation. See Invite users.
Removing access
Section titled “Removing access”The person who created a facility always keeps access, even if you untick them here. Everyone else loses access as soon as you save.
How assignment affects notifications
Section titled “How assignment affects notifications”Only assigned people can be picked in a facility’s notification settings, and role-based notifications only reach assigned people. See Set up work order notifications for a facility.