Managing your account's default location is an essential step to ensure smooth operations and accurate record-keeping. Whether you're updating your own settings or assisting team members as an Account Administrator, this guide will walk you through the process with clarity and ease.
Guide to Managing Default Locations for Users and Admins
For Individual Users
Navigate to the Settings page.
Click on the User Settings icon.
Go to the My Permissions tab.
Use the Set Default Location dropdown menu to select your preferred location.
Click Save Changes to apply the updates.
Want a visual guide? Watch our step-by-step tutorial below.
For Account Administrators
As an Account Administrator, you have the ability to set or update default locations for employees. Follow these simple steps:
Go to the Manage Users Settings page and navigate to the Member List tab.
Click the Edit button next to their name.
Locate the user whose default location needs to be updated.
Use the Location Permission dropdown menu to select the location your employees can access.
Click Save button in the left bottom corner of your screen to apply the updates.
Once updated, your employees will see the changes reflected in their accounts, ensuring consistency across the organization.
Want to a visual guide? Watch our step-by-step tutorial below.
If you encounter any issues or need further assistance, don't hesitate to reach out to our support team at help@reusely.com. We're here to help you every step of the way.