Set up global roaming for employees

Learn about global roaming and how to activate it. You must have the Administrator user role assigned to activate global roaming for employees. 

Global roaming is a setting which gives an employee access to multiple locations. When applied, a visitor is able to select the global roaming employee, at any location they have access to, as their host.

Global roaming can be limited to certain locations, or open to all locations, and it can be toggled on and off by an administrator.

Global roaming for users

Employees

When an employee has been given global roamer status, they are able to sign in to more than one location, and host visitors at any location they have access to.

Visitors

Visitors can choose any employee that has access to the location they are signing into as their host. This means that they can visit an employee with global roamer status outside of their home location.

Contractors

If the "Visiting Someone" option is active for contractors signing into your location, a contractor will be able to select any employee that has access to the location including global roamers.
contractors can also be given access to multiple locations through the organizations tab in their member profile under Location Permissions.

Administrators

To enable global roaming for an employee you need to be an administrator with access to that employee's home location. An administrator can also be a Global Administrator by activating this through User Roles

Activate global roaming

Only Administrators can enable global roaming for an employee in a location they administer. There are two ways of activating global roaming, for an individual employee or for multiple employees using the Run Action menu.

Add a single employee

To activate global roaming for one employee:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Employees.

    Header-Employees.png
  3. Use the keyword search to find the employee, then click View next to their name.
  4. Select Employee Settings from the left-hand menu.
  5. For global roaming, click Yes.
  6. For global roaming Locations, click Update Selection.
  7. Select the locations you want to grant the employee access to, then click Close.
  8. Click Save.

    Employee-Roaming.png

The employee will now be able to sign into all locations that have been enabled for their account.

To turn off global roaming, simply repeat the steps, change global roaming to No, and Save. The employee will have global roaming status until it is turned off by an administrator.

Add multiple employees

To activate global roaming for multiple employees:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Employees.

    Header-Employees.png
  3. Use the #Records button to display all employee records in this location.
  4. Use the checkboxes to select the employees to enable global roaming for.
  5. Click the Run an Action drop-down menu, then select Enable Global Roaming.
  6. Select the locations for the global roaming to apply to.
  7. Click Run Action.

    Employee-Roaming-Bulk.png

The employees will now be able to sign into all locations that have been enabled for their accounts.

To turn off global roaming, repeat the steps above but select Disable Global Roaming from the Run an Action menu. The employee will have global roaming status until it is turned off by an administrator.

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