Overview
This guide explains how to reassign a location user from one location to another, especially when the locations belong to different divisions.
In this process, the user’s old location association is removed, and a new one is added.
This task can be performed by a Corporate user with appropriate permissions to People, Store Summary, and Admin modules.
Note: This can also be done by other user levels, but they should have the desired access to the system.
When to Use This
Use this guide when:
A location user is moving to another location under a different division.
You need to remove the user’s association from their old location.
You want to ensure the user retains access to the correct Training & Development division after reassignment.
Steps to Associate a Location User with a New Location
Step 1: Go to the People Section
From the side navigation, go to Information Manager → People.
Search for the user you want to associate with a new location.
Step 2: Manage User Associations
Click the three dots (⋮) next to the user’s record.
Select Manage Associations from the dropdown.
Step 3: Associate the User with a New Location
In the Associate Unit(s) section, search for and select the new location you want to associate the user with.
To remove the user’s previous association(s), check the box labeled “Disassociate this Unit from the user.”
This will remove the user from the current location.
Click OK on the confirmation pop-up to save the change.
Once this is done, the user will now be linked to their new location.
Managing Training & Development Access
After changing a user’s location across divisions, you must update their Training & Development association to ensure they retain the correct access permissions.
Step 4: Update Training & Development Access
Go to Admin → Users → Manage Location Users.
Search for the same user and click Modify.
Update the following fields:
Division: Choose the new division the user should belong to.
Account Group: Select the correct account group for their new role or division.
Click Save once you have made the necessary changes.
💡 Tip: Updating the division and account group ensures that the user has the correct permissions and visibility within the Training & Development module.
Conclusion
Once saved, the location user will now have access to the correct division, location, and all associated training content.
Note:
You only need to update Training & Development access if the user is moving to a different division.
If the new location falls under the same division, you don’t need to modify this access.