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 and provides their contact details to the sites for queries. You can assign sites in bulk using an export or set the named user for a specific site manually.
📌 Note: Changes do not take effect immediately. The system updates automatically at midnight, so allow up to a day before reviewing the changes.
Update users 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
Follow the steps below to assign a support user to a specific site.
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.