You can allocate support team members, such as area managers, to their specific group of sites. This notifies them of orders requiring authorisation for their area but also provides their contact details to the sites for queries. To assign sites in bulk, you can use an export. Or you can set the named user for a specific site manually.
Update in bulk
To update users in bulk, follow the steps below:
From the Admin Area, click Add/Edit Units.
Click Allocate Unit Support, then click Download.
Open and update the spreadsheet as needed.
Save the spreadsheet.
Unlock the green padlock
icon.Select your Saved File, then click Import.
Click Save.
Update users manually
To update individual users manually, follow the steps below:
From the Admin Area, click Add/Edit Units.
Click the Support Team tab.
Unlock the green padlock
icon.From the list, select the required user.
Click Save.
📌Note: These changes won't take effect immediately. Please wait for a day to review the changes, as the system automatically updates at midnight.