Ensuring a user is assigned to the correct site ensures that stats and reports are also aligned with the correct site they need to appear under.
Check a user's site
Quickly confirm which site a user is linked to so their data is reported under the correct location.
Sign in to the Admin Tool.
Click Employees, then search for the user.
Click the user's name.
View the site in the Site field.
Change a user's site
Make sure you update a user’s site using the Create User Form. Just follow these steps:
Sign in to the Create User From.
Using the site drop-down, select the user's current site.
Click User List.
Click the name of the staff member to highlight it, then click Transfer.
Select the new site from the Site drop-down.
Click OK.
📌Note: Allow 2 hours for the system to sync with the stats and reports.
Change a user's site without changing the hierarchy
If you need to change a user’s site without affecting their position in the hierarchy, you can do this in the Admin Tool. This is especially useful for users linked to higher-level sites in the organisational hierarchy. Follow these steps:
Sign in to the Admin Tool.
Click Employees.
Click the User's name.
In the Site field, delete the current site if there is one.
Start typing the new site name and select the site when it appears.
Scroll down to click Save.
📌Note: Allow 2 hours for the system to sync with the stats and reports.