Overview
This update introduces two synchronized controls:
The Locations Assigned toggle at the top of supported modules
A matching Locations Assigned toggle inside Advanced Filters
Together, these controls let users switch between viewing assigned locations only and all allowed locations, while keeping data visibility consistent and auditable.
By the end of this guide, you will understand:
Who can see and use these controls
How each toggle works
How the toggles stay in sync
What happens when users edit or follow records outside assigned locations
Background: How Location Access Worked Before
Previously, users could only:
View records tied to locations they were explicitly assigned to
Filter and interact with data strictly within that limited scope
This restriction made it difficult for users supporting multiple sites or working across an entire organization.
New Permission: Ignore Location Assignment
This update introduces a permission called Ignore Location Assignment.
When enabled:
Users can toggle between:
Assigned locations only
All allowed locations
Users gain broader visibility without losing accountability
All edits outside assigned locations are tracked via activity logs
This is especially useful for:
Multi-site support teams
Admins or coordinators overseeing multiple locations
Users who need organization-wide visibility
Behavior Without the Permission Enabled
For users without the Ignore Location Assignment permission:
The Locations Assigned toggle is not visible
Advanced Filters do not include a Locations Assigned toggle
Data is restricted to assigned locations only
Example:
If a user is assigned only to Anaheim, they will see only Anaheim-related records.
Enabling the Permission
To enable expanded location scope:
Log in as an admin.
Navigate to the user’s permissions or job title configuration.
Locate Ignore Location Assignment.
Enable the permission.
Save changes.
Once enabled, return to the user’s account to see the updated behavior.
Locations Assigned Toggle (Main View)
After the permission is enabled:
A Locations Assigned toggle appears at the top of supported modules.
The toggle defaults to On.
Toggle States
On → View records for assigned locations only
Off → View records for all allowed locations
Turning the toggle off expands the data set to include all locations the user has access to across the organization.
Supported Modules
The Locations Assigned toggle appears consistently across key modules, including:
Work Orders
Invoices
Proposals
RFPs
Each module follows the same toggle behavior and scope rules.
Locations Assigned Toggle in Advanced Filters
A matching Locations Assigned toggle also appears inside Advanced Filters.
Important Distinction
This toggle controls which options appear in filter dropdowns (such as the Locations dropdown).
It does not change results until you click Apply.
Default Behavior
When enabled, filter dropdowns show assigned locations only.
When disabled, dropdowns expand to show all allowed locations.
This makes filtering significantly easier when working across many sites.
Enforced Sync Between Toggles
The main toggle and the Advanced Filters toggle are always enforced to stay in sync.
Sync Rules
If the main toggle is On, the Advanced Filters toggle is forced On.
If the main toggle is Off, the Advanced Filters toggle is forced Off.
If the Advanced Filters toggle is changed and Apply is clicked, the main toggle updates to match.
This two-way sync ensures:
Table results and filter options always align
Users never filter against data they cannot see
Editing Records Outside Assigned Locations
When a permitted user edits a record outside their assigned locations:
The save succeeds
The system writes an activity log entry
The activity log clearly records:
Which user made the change
What was changed
On which record
This preserves accountability and traceability across locations.
Following Records Outside Assigned Locations
Permitted users can also:
Follow work orders outside their assigned locations
See followed records in their work order lists
This allows users to stay informed and engaged with work happening across the organization, even outside their default location assignments.
Summary
Once Ignore Location Assignment is enabled:
Users see the Locations Assigned toggle in key modules
A matching toggle appears in Advanced Filters
Users can switch between assigned-only and all-allowed scope
Both toggles stay synchronized
Edits outside assigned locations are logged
Users can follow records across locations
Additional Resources
For complete details, refer to:
Release notes
Help Center documentation
If you have questions about permissions or expected behavior, contact your system administrator.