Add Locations as Core, Allow to filter by locations.
Sync locations from PSA.
Allow assets and passwords to be all locations or by location.
Allow to filter by
Locations. so it should look like separate company.
Some times we only want to look at documents related to one location this will help focus on that location.
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Comments2
Yellow Coaster
Sep 24
I'd like to add detail to the existing request.
Many of our clients have multiple sites, and this feature would make a big difference in how we manage them.
Proposed behavior
When creating credentials or assets, we'd like to set their scope as either Company-wide or one or more specific locations.
When viewing a company, a location selector would let us choose All Locations or a specific location:
All Locations: shows company-wide items plus items from every location
Location A: shows company-wide items plus Location A items only
Location B: shows company-wide items plus Location B items only
Example
A client has 3 locations. We save assets at the company level and for Locations A, B, and C.
Viewing All Locations shows every one of those assets.
Viewing Location A shows the company-level passwords and Location A's assets. Passwords for B and C are hidden.
Why it matters
Right now, multi-site clients force us to One company for everything gets cluttered and hard to navigate. Location scoping would let us focus on a single site without losing the shared company-level documentation.
To implement this feature, you would make all existing documentation company-wide, and then we can switch it to location-based. This shouldn't affect any existing data.
Implement the location-based approach for everything, including integrations and plugins like Browser and ScreenConnect Ext
Black Quasar
Jan 31, 2024
Seconding this. Tagging assets and KB Articles as relevant to a location, rather than relating them all directly which fills the entire sidebar.
In the same way, it is currently troublesome to search in a parent company. Child company or global search at all times.