Managing Multiple Locations in Stack Without Agency Access

To allow a user or admin to manage multiple locations in Stack without granting them agency-level access, follow these steps:

1. Access User Management

   • Navigate to the Team Management section within your Stack account settings.

2. Edit or Create a User

   • Choose to either edit an existing user or create a new one, depending on your needs.

3. Set User Type

   • Ensure the user type is set to Account. This setting restricts their access to only the specified locations, keeping them out of the agency view.

4. Assign Locations

   • Select the specific accounts or locations you want this user or admin to manage.

5. Save Changes

   • Click Save to apply the changes.

By following these steps, you'll successfully set up a user or admin to manage multiple locations without providing them access to the agency-level features.