Assign Locations to a Business Account

For details about required privileges, see Predefined Payment Groups and Privileges.

Note:

Assign from the Onboarding Checklist

  1. Click Assign, and then click Assign Location for the business account you want to assign the location to.
  2. Select one or more locations and then click Continue. You can specify if you only want to assign some sublocations rather than all of the sublocations under a parent location. Click action arrow pointing to the right next to the parent location and then make your selections.
  3. Review your selection and then click Assign Locations to complete the process.
  4. To return to the onboarding checklist, click home Red icon with a white O in the center and then click Onboard a new business.

Assign from Business Management

  1. Click Business Management at the bottom of the dashboard, click the business, click the business unit, click the business account you want to assign a location to, and then click Assign Location.
  2. Select one or more locations and then click Continue. You can specify if you only want to assign some sublocations rather than all of the sublocations under a parent location. Click action arrow pointing to the right next to the parent location and then make your selections.
  3. Review your selection and then click Assign Locations to complete the process.

Parent topic: Locations and Sub-locations