How to Restrict a Team Member to Selected Locations

For multi-location businesses, control which branches a staff member can operate.

Step-by-step instructions

  1. Open Team and select the staff member.
  2. Find the location access setting.
  3. Choose All locations or the specific branches the person should manage.
  4. Review their role and permitted operations.
  5. Select Save and ask them to refresh their dashboard.
  6. Confirm the correct location is selected before staff record customer activity.
Good to know

Location access changes which records a staff member can work with. It does not change the member’s customer-facing account.