MULTI-LOCATION: Adding Managers to a Specific Business or Location's Dashboard

Granting your employees access to manage a specific location/business dashboard (or dashboards) with GoSite

Adding managers to the GoSite Partner Portal allows them to perform the following actions for all businesses/locations they have been granted access to:

• Send review requests to customers

• Monitor and respond to messages

Note: If you would like to add a manager to have admin access for all businesses/locations, check out Adding Managers to the Partner Portal.

Adding Managers to a Specific Business or Location's Dashboard

1. Log in to GoSite on your computer.

2. Select "Locations."

3. Log in to the location you would like to add a manager to.

4. Click the profile icon in the top right.

5. Select "Manage My Business."

   

6. Select "Team."

7. Click the "Add New User" button in the top right.

8. Fill out the form with your new user's information.

9. Click the "Create User" button.

   

10. You will see a new card created for the team member you just added.

11. On the new card, select "Manage User."

12. Select "Edit User."

13. Select "Permissions."

14. Click the "+" icon for each permission you would like your new user to have. When it changes to a checkmark the permission has been added."

15. Once you've done, click the "Update User" button.

16. You may be prompted to type a welcome message. Click "Send Message" to save your changes.

17. You will receive a "The staff permission updated successfully" notification in the bottom left.

    

    Note: The manager you invited will receive a time-sensitive link they will need to use to create a password and finalize their account. Once this is done they will be able to access the dashboard and their tools.