1. Employee Management
  2. Employees
  3. Employee Information Management
  4. Employee Locations

Employee Locations

This section contains the following topics:

Associating an Employee with a Location

You can associate employees with a specific location to ensure that employees have access to only the information associated with that location. For example, you can restrict access for warehouse personnel who handle item receipts or fulfillments at a single location. You can also refine employee reports and searches by location.

To associate an employee with a location:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the employee to whom you want to assign a location.

  3. Under Classification in the Location field, select the location of this employee.

    For more information, see Creating Locations.

  4. Click Save.

To search for employee records based on location, go to Lists > Employees > Employees >Search. In the Location field, choose the company location whose employee records you want to access, and click Submit. A list of employee records for that location appears.

Restricting Employee Access by Location

Use the following procedure to restrict employee access by location.

To restrict employee access by location:

  1. Go to Setup > Users/Roles > User Management > Manage Roles.

  2. Click Customize next to the role you would like to restrict.

  3. Click the Restrictions subtab.

  4. Click the blank line in the list and select Location from the Segment column.

  5. From the Restrictions column, choose a level of access for the location field on transactions and records.

  6. In the Location Restrictions field, choose a level of access for the location field on transactions and records.

    • None - default to own - There is no restriction on what can be selected. The default selection is the location set on the user's record.

      All transactions and records are accessible.

    • Own, subordinate, and unassigned - Users are restricted to records with their own location, children records of their location, and records with unassigned location field.

    • Own and subordinates only - Users are restricted to records with their own location and children records of their location.

      Users can access only those transactions and records with their location or sublocations selected in the Location field.

  7. Check the Allow Viewing box to allow users logged in with this role to see, but not edit, data. This applies to data for employees to which the role does not have access.

    Important:

    This setting does not allow viewing of employee payroll or commissions data. Also, users cannot view non-subordinate employee records other than their own record when the Restrictions column is set to own and subordinates only.

  8. Check the Apply to Items box to apply the department restrictions defined here to item records, in addition to transaction, employee, or partner records.

  9. Click Save.

Related Topics

General Notices