Per-user location access
Limit a user to specific locations — everything they see follows.
On this page
Roles decide what someone can do; location access decides where. Each team member either sees all locations or a specific list.
What the restriction covers#
Everything. Equipment lists, inspections, incidents, documents, the calendar, alerts, reports, even the dashboard — all filtered to the user's locations. A site manager restricted to their building experiences a portal that is entirely about their building.
Setting it#
- On the Team page, edit the user (or set it while inviting).
- Choose All locations or pick the specific ones.
- Save — the change applies immediately.
Note: At least one user must keep all-locations access, so account-wide oversight always exists — the portal enforces this for you.
Tip: Pair Inspector role with single-location access for field staff: they see exactly their site and exactly their job.
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