The Location Access Policy Manager enables you to designate access options for each level of your location hierarchy. If your hierarchy is comprised of the maximum four levels, you can create an access policy for each level. These policies are then applied to users as they are added to the system and assigned a Location and Location Access Policy in the User Account Manager.
Follow the steps below to set location access policies to your Location Hierarchy. The example below is based on a four-level hierarchy consisting of Chain > Region > District > Store.
Step |
Action |
1 |
Click on the New Location Access Policy button to create a new policy. |
2 |
Enter the name of the new policy and click the Create Location Access Policy button. |
3 |
For each manager listed, identify the level of access you want Chain-level employees to have available for that function. Tip: POS Inventory Lookup and Product Manager attributes are typically assigned to all users. |
4 |
Click on the Update Location Access Policy button to save your changes. |
5 |
Repeat Steps 2-4 for each Location Hierarchy Level. |
6 |
Click on the Show All link to view the list of available policies. |
7 |
Click on the icon to edit a policy general attributes. The "All" option is generated as a default if you do not have multiple Location Hierarchies. |
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