Users and locations — overview
For audits and tasks to reach the right people, jeCheck needs to know your company structure: which locations you have, who works there and who is responsible for what. An administrator sets all of this up in the Management menu group.
What the company structure is made of
- Location — what you audit: a restaurant, store, club or warehouse. In older versions of jeCheck, locations were called divisions or departments — it's the same thing. Audits, analytics and tasks are tied to locations.
- User — an employee with an account. The login is an email address; the invitation with the password is sent there.
- User type — Administrator or User. An administrator sees everything and configures the company; a user sees only their own locations.
- Position (role) — for example “Chef”, “Barista”, “Manager”. An employee has one position, shared across all locations.
- Location team — employees linked to a location. You can mark one or more of them as managers.
- Web dashboard access — whether the employee can sign in to the website. Without access they work only in the mobile app.
Where to set things up
| What | Where in the menu |
|---|---|
| Employees: creation, type, position, access, password | Management → Users, Employees tab |
| List of positions | Management → Users, Positions tab |
| Locations, team members, managers, roles at locations | Management → Locations (the Locations and teams tab in the Automation section) |
| Your own details, photo, password | Profile (the menu under your name at the bottom) |
Both Management sections are available only to administrators.
Why link all of this
- Analytics. A user who isn't an administrator sees in analytics only the locations they are linked to.
- Violation tasks. An automation scenario looks for an employee with the required position at the audited location. If there isn't one, the task goes to the location manager, and if there's no manager either — to administrators.
- Tests and instructions are assigned by position and location.
Articles in this section
- How to add locations and build teams — /docs/team/locations
- How to add an employee and send an invitation — /docs/team/invite-users
- Roles and permissions: administrator, positions, managers — /docs/team/roles-and-positions
- Web dashboard access and “App only” mode — /docs/team/web-access
Frequently asked questions
Is there a limit on the number of users?
No. You can add as many users as you like on any plan. The plan depends on the number of locations — see /docs/account/pricing.
Can one employee work at several locations?
Yes. Add them to each location's team. Their position stays the same at all locations.
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