Toggling to Switch Locations

This article is for accounts that have multiple location accounts connected by a master account in Rosy Salon Software.

Giving your employees access to easily switch between different location accounts is very simple!

* Note: If the employee performs services in more than one location, you'll need to add them as an employee separately in each location, so that they have a column in each location.  They will also need to be under the Receptionist
Role

Receptionist permissions

Proceed to:              Manage > Basic Settings > Employees

1.   Click on the employee's name, and go to their
Permissions

2.   Turn on their Switch Locations permission, (so that it's green), then click Save
Switch Locations permissions

3.   Logout of this location, and log into the next location
Logout of Location

4.   Once logged into the next location, proceed back to Manage > Basic Settings > Employees

5.   Click Other Location Employees
Other Location Employees

6.   Select the Without Access tab

Without Access tab

7.   Add any employees that need the ability to toggle back and forth between the locations by using the green plus button next to their name
Add employees between locations

8.   As you add other location employees, their names will disappear from the list.  Go back to the With Access tab
With Access tab

9.   Click on the employee's name to control their permissions when toggled into THIS location.
Control permissions
(If you want them to be able to toggle back to the other locations from this one, make sure their Switch Locations permission is on.)

10.   Click Save once you are done with this employee

Save employee location permissions


* Note:   If the employee performs services in multiple locations, you will have to repeat all setup steps in every location the employee performs services in!