Virtual Setup - Logging into Another Location

This article explains how to navigate and manage Company Locations in a Virtual Structure within Encompass®. In a Virtual Structure, each Location is sectioned off, allowing users to access only the data relevant to the Location they are logged into, while top-level Administrators can view all Locations. To switch Locations, users can use the drop-down menu in the upper right, select “Change” next to the Company or Location Name, choose the desired Location, and save. Users can confirm their current login Location by checking the drop-down menu beneath their name. This process ensures proper access control and visibility for users across multiple Locations.

 

For example, ABC Company has three locations: New York, NY, Charlotte, NC, and Atlanta, GA.  When the Administrator is logged in to ABC Company, they can see information for each of the 3 Locations. If the Administrator is logged in to New York, NY, they will only be able to see New York's information. Additionally, this allows for individual users to only have access to 1 of those Locations.

 

To change the location you are currently logged into, click the drop-down menu in the upper right. Click Change next to the Company/Location name.

 

Select the desired location to log in to and click Save.

 

The user can then confirm they are logged into the correct location by clicking the drop-down in the upper right.  The current login context is listed beneath their name.