- Viewing a different location
- Adding a location
- Deactivating a location
- Deleting or removing a location
Viewing a different location
Each Envoy location has it’s own visitor log and settings, and you can switch between locations if you have global permissions.
- Log in to your dashboard.
- Click on your company name in the top left.
- Click on the location you’d like to view.
If you follow the steps above and don’t see a location you think you’re supposed to have access to, check your admin roles to see if you need additional permissions.
Adding a location
- Log in to your dashboard.
- Click on your company name in the top left.
- Click on “Add a location.”
- Fill in your company name, location name, and address for your new location.
- (Optional) Copy settings from another location.Copying location settings will copy over your logo, accent color, visitor types (including sign-in fields, NDA text, pre-registration settings and more.) « Note: Copying location settings does not copy your directory. You’ll need to populate your new location’s directory once it’s created. »
- Review billing. Envoy plans are paid per location but all on one billing cycle.When you add a new location, you’ll pay a prorated portion of the month or year cover the time until your next renewal date.
- Click “Add location.”
Deactivating a location
When purchasing Envoy, you’ll pay for a certain number of subscriptions that act like “seats.” Subscriptions are not associated with a specific location, but rather, they dictate how many locations can be active at one time.
Deactivating a location can come in handy if you need to “open up a seat” for a new location without paying. While a location is deactivated, visitors cannot sign in, but you can access visitor data and history.
How to deactivate a location
- Go to Visitors > Settings > Account.
- Locate Deactivate location and click “Deactivate.”
Deleting or removing a location
If you need to delete a location, please contact us.