How to Add/Remove a user or Manager from a Location in your Organisation Structure

Learn how to add/remove a user or Manager from a Location

How to add / remove a User from a Location

Steps

1. Go to Organisation tab in the top navigation bar of the manager portal, then click on Administration on the left sidebar menu.
2. Select Manage Structure
   
   
3. Users can only be removed at a Facility level.
   Select a Facility from the Manage Locations Page
   
   
   
   
4. To Remove a User:
   
   On the Facility Main page you will see a list of Active users that belong to the Facility.
   Simply check the box next to their name and then click the Remove from Facility button
   
5. Confirm the details are correct on the modal and click Remove From Facility to confirm your deletion
   
6. To add a user to a location:
   On the Facility Main page; click the Add Users Button
   
7. Select the users you wish to add from the list, then click the Add Users to Facility button
   
8. Confirm the users to be added in the next modal and then click Add User/s to Facility
   
   

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   How to remove a Manager from a Location

   Steps

   1. Go to Organisation tab in the top navigation bar of the manager portal, then click on Administration on the left sidebar menu.
   2. Select Manage Structure
      
      
   3. Select a Location with the manager you wish to remove
      
      
   4. Select the Manager tab to see a list of users with Manager permissions
      
   5. Select the user and load into their user profile
   6. Select the 3 dots on the right hand side of the user page and click Edit
      
      
   7. Select the Permissions tab
   8. Add a location will make the user a manager for that location, removing a location will remove manager rights for that user for that location
      
   9. Click Update to save your changes