How to Add Employees to Multiple Locations on the Jolt Web Portal
To add employees to multiple locations using the Jolt Web Portal, you need to have the appropriate admin permissions: either Content Group Admin or Company Admin. Follow these steps to make the changes:
If your user(s) are not associated with a location, they will not be able to log into Jolt. If someone is not able to log in, please make sure that you add that user/role to a location.
Ensure you are in Content Group Mode, which provides access to all necessary dropdowns and options.
1. Log In and Access the People Section
Log In:
Sign in to the Jolt Web Portal.Go to People:
Navigate to the People section from the main menu.
2. Switch to Content Group Mode
Check Mode:
Ensure you are in Content Group Mode.Find Content Group Mode: Look at the top right corner of the page and make sure the mode is set correctly.
To switch to Content Group Mode, select "My Content Group" from the navigator at the top-right corner.
3. Select the Employee Profile
Find the Employee:
Locate and click on the profile of the employee you want to add to multiple locations.
4. Add the Employee to Locations
Add to Location:
Click Add this Person to a Location.
Choose the location(s) where you want to add the employee. You can select multiple locations if needed.
Assign Roles:
Click Add a Role to this Person.
Select the role(s) you want to assign to the employee. You can add multiple roles.
If the desired location does not appear in the dropdown, try typing the location name or code to filter the list instead of scrolling.
5. Save Your Changes
Save:
Once you’ve added the employee to the desired locations and assigned roles, click Save to apply your changes.
Additional Tips
Permissions:
Make sure you have the necessary admin permissions to perform these actions.Review Changes:
After saving, review the employee's profile to ensure they have been added to the correct locations and roles.
Troubleshooting Location Visibility: If a location does not appear in the dropdown, ensure you are in Content Group Mode and try typing the location name. Refresh your browser session if the issue persists.
If you have any questions or need further assistance, please reach out to Jolt support!