Customer Mobile App - Assign and Remove Employees from Locations

1. Open the app

   Using the Customer Mobile App, you can assign and remove users from saved Locations. To begin, start by opening the app.

   

2. Select the "Menu" icon

   Select the "Menu" icon.

   

3. Tap on "Locations"

   Tap on "Locations" to load a list of existing locations.

   

4. Tap on any location

   A list of locations will appear. Tap on any location to open its Details page.

   

5. Tap on the "Add Employee" icon

   To assign an employee or user to a location, tap on the "Add Employee" icon under the "Assigned Employees" section.

   

6. Find the user

   A list of employees will appear. Locate the email of the employee you wish to assign to the location. You can swipe "Up" and "Down" on the screen to scroll through the list, or search for the email at the top of the screen using the search bar.

   

7. Select a radio button

   Once you've located the employee you wish to add, select the radio button associated with the employee's email.

   

8. Select "Done"

   To save your changes, select "Done".

   

9. Tap on the "X" icon

   To remove an employee or user from a location, select the "X" icon next to the email address of an employee listed under the "Assigned Employees" section.