Virtual Setup - Logging into Another Location

This article explains how to navigate and manage Locations within a Virtual Structure in Encompass®. In a Virtual setup, each Company Location is sectioned off, allowing users to access only the information relevant to the Location they are logged into, while Administrators at the top Company Level can view all Locations. The article provides step-by-step instructions to change the active Location by clicking “Change” next to the user’s name, selecting the desired Location from the dropdown, and saving the selection. Users can confirm their current Location by checking the Company/Location displayed beneath their name. This process ensures proper access control and accurate data visibility across multiple company sites.

 

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 three 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 one of those locations.

 

To change the location you are currently logged into, click Change next to the current Company/Location, in the upper right corner where your name is located.

 

Click the dropdown in the Company Level field (1). Then, select the arrow (2) to open up more locations.

Next, select the desired location. Click Save.

 

The user can then confirm they are logged into the correct location by noting which company/location is now showing underneath their name.