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How to allow employees work in different locations?


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  • Semi-Pro II
  • 218 replies

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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3 replies

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  • Author
  • Semi-Pro II
  • 218 replies
  • June 13, 2024

Hey team,

Any suggestions on this?


vdiaz
Acumatica Moderator
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  • Acumatica Moderator
  • 84 replies
  • June 23, 2024

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?


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • Answer
  • June 24, 2024

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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