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How to allow employees work in different locations?

  • Jun 13, 2024 10:28 AM UTC
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Hello all,

If I have 2 branch locations, have employees in one and employees in the other. How can I assign appointments to an employee that doesn't have that branch as their 'home' branch.

 

Thanks.

Best answer by Kandy Beatty

HI @Harry 

Do the employees have access to the branches that they will be assigned to? You should be able to add them as long as they are employees in all the branches. 

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  • Semi-Pro III
  • Jun 13, 2024 5:25 PM UTC

Hey team,

Any suggestions on this?

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vdiaz
Acumatica Moderator
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  • Acumatica Moderator
  • Jun 23, 2024 7:25 PM UTC

Hi! Were you able to figure this out? 

Unless you have some branch restricted by employees, you should be able to assing appointments from any branch to staff memebers.

Can you provide more information about how the system is configured?

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Kandy Beatty
Captain II
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  • Captain II
  • Answer
  • Jun 24, 2024 1:39 PM UTC

HI @Harry 

Do the employees have access to the branches that they will be assigned to? You should be able to add them as long as they are employees in all the branches. 

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