View All Features

Use Regions

Organize your equipment according to business location.

What is Regions?

Regions is our term for the different areas your business is located in. This option is mostly helpful when you have different home bases for the jobs you complete. Without Regions, a company would have to create an Inventory Shield invitation code for Location #1, a separate invitation code for Location #2, and the same for Location #3. On top of that, if you had employees who needed access to more than one of your locations, they would need to create a separate user account to connect to each location. That's what makes regions so powerful. Every location you need can be accessed through your user account, and you can change employee's permissions so that their user account can only access the regions and features you want them to. Specific instructions to enable regions are provided at the bottom of this page.

Permissions

When an employee is given a company-wide permission, it will be in effect for every one of your regions. For situtations where a company-wide permission would not apply, we have provided region-wide permissions. There are some intracacies with these permissions and how you can set them up. What's important to rememeber is that a region permission will always override the company-wide permission. To learn about Company-wide Permissions or for step-by-step instructions on how to change permissions, please refer to the Permissions feature page.

When you are setting an employee's permissions, determine what you want them to be able to access. If you want them to have access to all regions within the app then choosing a base permission of technician, admin, or super admin will be what you need to start with.

Company-wide Permission

Account: Technician
Location #1Location #2Location #3

Region-Only Permission

Account: Region Only
Location #1: Super AdminLocation #2: AdminLocation #3: No Access

Here is an example. Let's say you have an employee named Sarah. Sarah is a Super Admin in Charlotte, but you want her to still be able to access Raleigh and Greensburgh as an Admin. What you could do is set her account level permission to Admin, and then pull up Charlotte and set that specific regions permission to Super Admin.

For the employees that don't need access to all of the regions, you can set their account level permission to 'Region Only'. From there, you need to pull up the region they need permissions in and set the permissions in that region to whatever you desire.

How To Use Regions:

Open Location Types

To enable regions, you must first open the 'Location Types' which can be found in the side nav by pressing the three white lines in the top right corner.

Enable Regions

Scroll to the bottom of the screen and press 'Enable Regions' displayed as 'Enable Cities' in the picture.

Establish Classification Name

You have the ability to decide how your regions will be referred to. City or Cities was the chosen classification for this company.

Add a Region

Now that regions is enabled, you can add your regions individually and assign different location types (shop, jobs, vehicles, etc.) to each one.

Edit Locations

To move a location type into a city/region, you will need to press 'edit' next to the location you want to move. 

Choose a City

Choose the city this location is to be assigned to and visible in. Save your changes at the bottom and you are good to go!

View Regions

As many regions as you need is what you can create. Each region can additionally be edited if need be.

Switch Regions

Tap on the Inventory Shield logo at the top of the screen to navigate back to your dashboard. Then select the current region at the top of the screen.

Pick a Region

The screen displaying all of your regions will appear. Select the desired region.