Virtual Setup - Logging into Another Location

Purpose

This article explains how to navigate and manage Locations within a Virtual Structure in Encompass®. In a Virtual setup, each Company Location is sectioned off, allowing users to access only the information relevant to the Location they are logged into, while Administrators at the top Company Level can view all Locations. The article provides step-by-step instructions to change the active Location by clicking “Change” next to the user’s name, selecting the desired Location from the dropdown, and saving the selection. Users can confirm their current Location by checking the Company/Location displayed beneath their name. This process ensures proper access control and accurate data visibility across multiple company sites.

When to Use This Article

• You need to view or manage data for a specific company location within a Virtual Structure.
• You are an Administrator who needs to switch between the top Company Level and individual Locations.
• You need to confirm which Location you are currently logged into.

Steps to Follow

For example, if ABC Company has three locations (New York, Charlotte, and Atlanta), an administrator logged into ABC Company sees all three locations. If logged into New York, they only see New York's information.

1. To change the location you are currently logged into, click Change next to the current Company/Location, in the upper right corner where your name is located.

2. Click the dropdown in the Company Level field (1). Then, select the arrow (2) to open up more locations.

3. Select the desired location and click Save.

4. The user can then confirm they are logged into the correct location by noting which company/location is now showing underneath their name.

What Not to Do / Common Pitfalls

• Do not assume you are viewing all company data if you are logged into a specific location rather than the top Company Level.