Creating and managing Locations

What is a Location?

A location is the place where a firm decides to site its operations. An Organization can consist of one or more locations. Locations connect all the users, jobs, and employees at your site using WorkSight Flow in a single space.

Within the Location, you and your colleagues can split jobs and employees into Areas to collaborate on your schedules, time-off plans, and timecards.

People in your Location

WorkSight Flow defines a number of user roles that are key to managing the people who have schedules, time off plans, and timecard; and those who manage them, and the schedules, time off plans, and timecards themselves.

Users and people are essentially equivalent terms; it's the broadest definition for all people who use your WorkSight Flow.

Each user's role is defined when they are added, although you may change a user's role as needed. And, when users sign in, they are only shown the parts of Zendesk Support that they are allowed to see and use.

There are different types of people in Locations: Users, and Employees.

Users

The people who work with schedules, time off requests, timecards, play different roles in setting up and managing your workforce management workflow. User roles are Super Administrator, Administrator, and Manager/Supervisor, each with different defined rights which can be modified.

Employees

These are the people who appear on the schedules, time off plans, and timecards. Employees don't have access to any of the administrator and manager features of Flow. They can only view schedules, submit and track time off and edit their timecards, which means that their changes can never be private.

How employees interact with your WorkSight depends first on the modules you've made available to them.

User & Employee Relationship

• Users may or may not also be Employees in Flow. e.g. a Scheduler may appear on the schedule themselves, in which case they would be both a user and employee.

• Similarly, Employees may or may not be users in Flow e.g. Data may be tracked about an employee but they may not have any system access themselves.

Join an existing Location

There is one way to join a Location that someone else at your company has created:

• Ask someone in the existing Location to invite you.

Invite to a location:

1. Click on the “Invite to Flow” link on the left sidebar

   

2. The Invite People to Flow dialog box appears

   

3. Enter the email address of the person you want to invite

4. Choose a Role for the individual you wish to invite

   1. Employee

   2. Clerk

   3. Manager

   4. Admin

   5. Super Admin

   6. None

5. Click on the “Send Invite” button.

Roles

The first person to sign up for an Organization in Flow is deemed a Super Admin, by default. A Super Admin can view and change rights for each role in the Settings>Users screen after an invitee has accepted their invitation.

Be the first from your company to sign up

Sign up for a new Flow account with your company email address and we will automatically create an Organization/Location for you.

Location Settings

To define Location Defaults

Access your Location’s Settings to define the location defaults (e.g., Time Zone, Time Format, and Timecard and Time Off Workflow), access Administrator options, and set User Role Rights or to add additional Locations for your Organization

For more details, please view the Locations article in the Settings category of the Help Desk.
Managing Locations in Settings