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User Assigned Places

 

'User Assigned Place' is our term for a specific account (Place) that is assigned to a specific person within your company. User Assigned Places are helpful if your users have routes, territories, or set lists of accounts they visit, especially if you want to ensure that the only places they see in the mobile app are the ones that have been assigned to them.

If you’re interested in using User Assigned Places, first turn on the User Assigned Places toggle in your Company Settings page. Once this feature has been enabled, you will need to choose “Enable user assigned places?” in the Advanced Features setting when creating a new Mission. You still need to assign at least one Team and Place Group for each Mission, even if you just assign the “All” Team and the “All” Place Group, but you can also use more targeted Teams and Place Groups to narrow down the people and places who are assigned each mission.

Create a User Assigned Place

There are two different kinds of User Assigned Places in GoSpotCheck: Standard User Assigned Places (UAPs) and Smart User Assigned Places (UAPs).

Standard UAPs are manually assigned to users, and can include any user in the system, regardless of their properties.

Smart UAPs are dynamic assignments that update automatically based on any combination of matching user and place properties you define. Assignments are created whenever a user’s property and place’s property values match the property keys you’ve defined; they are removed if those properties change.

Creating a Smart UAP 

Smart UAPs help you match users and places based on property values they have in common. With that in mind, determine the criteria to use when creating your Smart UAP.

UAPs will sync at 10am, 2pm and 4am in each company timezone.

 

Configure Smart UAP Criteria

On the left, select an available property from the dropdown menu, then you can search for a specific value. You can select different properties for Users and Places. An assignment will be created when the values of those properties match. For example, Place property Region and User Property Division. If they both have “East” an assignment will be made.

Screenshot 2024-11-13 at 1.56.15 PM.png

When you're finished defining filters, click Preview. You’ll see a list of up to 25 users and the places they will be assigned based on the selected criteria. Use the preview to confirm the filters you've configured return the user and place combinations you would expect to be added to the UAP.

Once you have defined all the filter criteria for the UAP click Save in the upper right-hand corner of the screen.

Combining Smart UAP Criteria

Smart UAP criteria can be combined to filter users and places on more granular levels. To apply additional criteria, click +Add Filter.

Additional property-based criteria are always evaluated using AND logic. If you select more than one value for a given property, the relationship between each value is evaluated using OR logic.

Managing a Smart UAP Configuration

You can deactivate a Smart UAP configuration if you no longer need. To do so, open the configuration you want to deactivate. Select the "Actions" Menu and "Disable UAP."

You can reactivate a deactivated Smart UAP configuration by selecting the "Inactive" tab from the main Smart UAP list. Select the UAP configuration you want to reactivate. Select the "Enable" button in the right-hand side.

Creating a Standard UAP

Assigning Places to a User

  1. From the People screen, navigate to the user to whom you’d like to assign places.
  2. Click the Edit button and you will see that user’s contact information and the Teams they’re a part of.
  3. Below that, in the list of Assigned Places, check the box next to any place that you want to assign to that user. You can search and filter the table for the necessary places.Screenshot 2024-11-13 at 1.31.33 PM.png
  4. Click Save.
    You receive a confirmation that the places were saved to the user successfully.
  5. From the user’s page, you can click Assigned Places to view all the places that have been assigned to that user.Screenshot 2024-11-13 at 1.31.54 PM.png
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