User Allowed Location Restriction: System Impacts When Enabled (Reference)

Article Details

Summary

This article explains what changes across Gingr when an admin turns on the Restrict Users to Allowed Locations setting. Business users then see only data from the locations assigned to them. This protects sensitive information and prevents errors across locations.

Setting Overview

  • Setting Location: Admin > User Account Settings

  • Setting Name: 'Restrict Users to Allowed Locations'

The Restrict Users to Allowed Locations setting in User Account Settings.
  • Who It Applies To: All users, except Admin group users on Admin pages

  • Who Can Turn It On or Off: Only users in the Admin group

  • Required Permissions to Manage Locations:

    • Can Manage User Accounts

    • Can Manage User Allowed Locations (new permission)

Admin Group vs. Delegated Admins

A delegated admin is a user in a non-Admin group who has admin permissions.

User Type

Behavior When Setting Is On

Admin Group
  • Not restricted on Admin pages. Can view and manage data for all locations, no matter their assigned access.
  • Still filtered by location on non-admin (daily-use) pages like reservations and profiles.
Delegated Admin
(Non-Admin Groups with Admin Permissions)
  • Fully restricted to their allowed locations, even on delegated Admin pages.
  • Cannot configure or view settings for locations they are not assigned to.
  • Admin page drop-downs, grids, and actions are all filtered to allowed locations.

Tip: Admin-delegated permissions, such as managing users or settings, do not give access to all locations. Only users in the Admin group are exempt from location limits on Admin pages. Delegated admins stay limited to their assigned locations, even with higher permissions.

What Changes When the Setting Is On

System Area

Impact

User Management
  • Users can assign, view, and edit accounts only for their allowed locations.
  • New employee self-registrations stay inactive until someone assigns a location by hand.
  • Location drop-downs show only the logged-in user's allowed locations.
Reservations & Appointments
  • Location selectors on booking pages show only allowed locations.
  • Standing Reservations, PreCheck forms, and Owner/Pet Reservation tabs show only allowed-location data.
Owner Profiles
  • The Home Location drop-down shows only allowed locations.
  • The Packages tab shows data and allows actions only for allowed locations.
  • The Deposit and Invoices tabs have location drop-downs that are filtered.
  • You can add or edit incidents only for allowed locations.
Pet Profiles
  • The Reservation and Incident tabs filter to allowed locations.
  • Incidents for locations outside your access are view-only (greyed out).
Admin Pages (Delegated Admins)
  • Admin group users keep full access.
  • Delegated users can configure Admin settings only for their allowed locations.
  • This includes:
    • Animal Icon Groups & Icons
    • Owner Icons
    • SMS Templates (Canned, Auto-Replies, System)
    • Hours of Operation
    • Areas/Lodgings
    • Location Default Rates
    • Checklist Items
    • Manage Employee To-Do
    • Credit Card Processing
Marketing Campaigns
  • You can create or edit campaigns only for allowed locations.
  • The location drop-down is multi-select and filtered.
  • Campaigns created from reports use the selected or current location.
Invoices & Financials
  • If Limit Invoice Changes to Invoices at Current Location is also on, users can act only at their current location and only for allowed invoice locations.
  • This affects:
    • Payments
    • Estimate Prepayments
    • Line-item Refunds
    • Payment-only Refunds
    • Voids
    • Adding Open Balances
Packages & Items for Sale
  • Deduct Package actions (from the owner profile or items for sale) are limited to allowed locations.
Reporting
  • Add-to-Campaign windows and campaign creation use the location filter.
  • Campaigns show only if they match an allowed location.

Related Articles

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.