Assign shop access

If you run a single shop, you can skip this page — every account automatically has access to the only shop you have. Shop access only matters when you run multiple locations under one TracsConnect tenant.

Who can be restricted

Owners and Admins always see every shop on the tenant — that’s part of the role. Everyone else (Managers, Service Advisors, Technicians, Members) can be limited to specific shops.

How to assign shop access

1. Open Admin > Users.
2. Click the person’s name to open their account.
3. Open the Shop Access section.
4. Check the shops they should be able to see and work in.
5. Save.

Pick the right shops

Give the person access to the locations where they actually work. A few examples:

• A service advisor who only works at the downtown shop → just downtown.
• A roving manager who covers three locations → all three.
• A senior tech who normally works at one shop but occasionally helps out at another → both, so they don’t have to call you when they’re filling in.

Why a shop might not show up

If a staff member tells you a shop isn’t appearing in their shop selector:

• Their shop access list doesn’t include it — go grant them access.
• The shop isn’t active yet — see Add or activate a shop.
• Their role doesn’t have access to the page they’re trying to open — the shop selector only shows shops where they could actually do something.
• They signed in before you changed their shop access — have them sign out and back in.