How to Manage Multi-Account Permissions

Overview

The Multi-Account Permissions feature enhances the existing Multi-Account functionality by giving administrators full control over user access across multiple accounts.

With this feature, admins can directly manage who can view and access multiple accounts, as well as define account-specific permissions without needing support team assistance in most cases.

Key Capabilities

1. Multi-Account View Access

Admins can grant users access to an “All Accounts” view.

When enabled, users will see an “All Accounts” option in their Locate profile.
This view allows users to:
- See equipment, geofences, and landmarks across all accessible accounts in a single view.
- Monitor everything centrally on the Live Map.

⚠️ Note:
Editing is not allowed in the “All Accounts” view. Users can only view data.

2. Account-Specific Access Control

Admins can assign users access to specific accounts only.

Users will only see and access the accounts assigned to them.
If Multi-Account view is disabled, users:
- Will not see the “All Accounts” option.
- Will be restricted to individual accounts they have permission for.

Admin Permissions & Requirements

Only Admin users have access to the Permissions page.
To modify permissions for a specific account:
- The admin must also be an admin of that specific account.

How It Works

Enabling Multi-Account View

Go to the Permissions page.
Select the user.
Enable Multi-Account View Access.
Save changes.

Result:
User can access the “All Accounts” view in their profile.

Step wise Details

Go to Account Menu

Select Permissions Option

Toggle Multi account switch in front of the desired user to enable or disable Multi Account View.

Granting Account-Specific Access

Open the Permissions Form.
Select the user.
Assign specific accounts.
Save changes.

Result:
User can only access the selected accounts.