Secondary Permission Role

Note: This functionality is active only if Multi-Location Billing is enabled for your organization. Learn how.

The secondary permission role gives community managers from different locations cross-location visibility of each others' member base,
even if they don’t have access to all locations. It allows a teammate to have one particular role for one or a few locations,
and be able to View the other locations without being able to adjust them.

How to grant a Secondary Permission Role? 

After you make sure you've enabled the Multi-location Billing for your organization,
you can then navigate to Settings>My Account>Teammates and add a new Teammate with the role,
or assign it to an existing one, by clicking on the cogwheel:
Ognyan_Demo___OfficeRnD_-_Google_Chrome_add_teammate.png

Here is how it looks when you open the "Add Teammates" dialogue window:
mceclip2.png__1022_570__-_Google_Chrome_add_role._new.png

Secondary Roles

Viewer

The Teammate can view all sections in the other locations under their secondary role. Sections Visibility is based on their primary role.
EXAMPLE: A teammate with a primary role Owner in Location A and a secondary role Viewer in Location B will be able to see all sections.
If they had a Center manager role for Location A and Viewer in Location B, they would not be able to see Settings, as per their primary role.

There are a few Edit actions under the secondary role, mainly for companies/members profiles:

  • Cancel Membership - No limitations based on a profile or a location

  • Merge Companies - The button will appear only in company profiles you can edit as per your primary role.

  • Add, Edit & Delete - Memberships, Fees, Invoices, Credit notes, Overpayments, Comments.
    Performing these actions is possible only for locations enabled through the primary role.

  • Credits and Day Passes can be added, edited, deleted, and used from any location.

  • The Sidebar Information (e.g. day passes or payment details) is visible in a view-only mode for Viewers but they will not see any of the billing document/membership/fees information for the locations they are a Viewer of.

IMPORTANT: To view members and companies from the locations under the secondary role, “All Locations” should be selected in the global location filter. This will list members and companies from all locations (the teammate has any access to) in the respective Community section grids:
Ognyan_Demo___OfficeRnD_-_Google_Chrome_all_locations.png

 

The rest of the sections show actions and data only if available through the primary role. Examples include:

  • Export - This will be available for members/companies in locations under the primary role for which the teammate has export rights,
    as well as members/companies from locations for which the teammate has secondary viewer rights.

  • The Global Locations Filter will list only the locations visible under the main role.

  • Global search will search for companies and members in all locations.

  • Global search will show only invoices from the primary role locations 

  • Reports, Dashboard, Resources, and Calendar will show only data from the primary role locations

  • In any Dialogues, you will see only the locations from your primary role location (Add member, Add company, Add membership, Add invoice, Add fee ...)

No Access

The teammate won’t have any access to member/company information in the remaining locations which were not selected in the primary role.

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