Overview 

For practices with multiple locations, staff must be assigned to specific locations to ensure appropriate access to the program's sites.

• Administrators are automatically assigned to all locations.
  
• Non-administrators will only see and access the locations to which they are specifically assigned.

How Location Assignments Work  

Once staff are assigned to specific locations, their access within the program is affected in the following ways:  

• Location Drop-Down Menus: Only the assigned locations will appear for staff across various sections (Chart Room, Calendar, Reports).
  
• Access to Client Charts: Staff can access client charts for the locations they are assigned to.
  
• Client Booking: Clinicians can configure their availability and clients can schedule appointments only for the locations the clinician is assigned to.

Methods to Assign Staff to Locations 

There are two ways to associate staff with locations:

• During user creation or editing.
  
• During site creation or editing.

Assigning Locations When Adding/Editing a User  

To assign a location when adding or editing a user, navigate to Settings > Account Management > User Management.

To add a new user, click the Invite User button.

To edit the existing staff user, click the Edit button.

Locate the Sites dropdown in the screen below. Select one or more locations (sites) to assign to the user.

To remove the location for the assigned user, click the cross icon.

Assigning Locations When Adding/Editing a Site   

To assign a location when adding or editing a site, navigate to Settings > Practice Information > Other Sites.

To add a new site, click the Add Site button.

To edit the existing site, click the Edit (pencil) button.

Locate the Users dropdown in the screen below. Select one or more users to assign a location.

To remove the users from the assigned location, click the cross icon.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.  

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Need additional assistance?

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Text: 866-301-0085

Email: ticket@icanotes.com

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.