Location Groups Overview

A Location Group is a convenient way to group locations together, grant user permissions, and assign location-specific processes. Location Groups are primarily used as a mechanism to group locations together. For example, if a client has the following locations set up:

• Minnesota
• Iowa
• New York
• Maine
• Nevada
• California

Then those locations could be separated into the following Location Groups:

• Central Division
• Eastern Division
• Western Division

Location Groups can be assigned to a Team Member, and the Team Member will have access to all Locations in the Location Group. For example, rather than going through and manually giving a Team Member access to both Minnesota and Iowa, you can simply give them access to the Central Division Location Group.

By default, there is an All Location Group (not visible in the Location Groups List). This Location Group contains every location. Any new locations are automatically added. 

To access the Location Groups List:

1. Navigate to the Company section
2. Select Location Groups from the left submenu