> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/connections/locations-to-users.md). # Locations to Users **Audience:** Super Admin, Admin, Supervisor\ **Page type:** Overview\ **Status:** Draft\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 ## Purpose Use this section to manage which clients and team members are assigned to locations, and which locations are assigned to clients and team members. ## Before you start * You must be signed in to Compassly. * You must be able to open **System settings → Connections**. * Open the correct connection type and direction before you start the workflow. * Role access varies by action. ## How to get there 1. Open **System settings → Connections**. 2. Select the correct **Connection type**. 3. Set the correct **Access type** direction. 4. Click **Apply**. ## What this section covers * **Location → clients** and **Location → team members** views * **Client → locations** and **Team member → locations** views * assign, unassign, and batch workflows * **Assign all new locations** in the team-member-centric direction ## Connection rules to know * A client must always have at least **one location**. * A team member must always have at least **one location**. * Assigning or removing a location also changes downstream access between clients and team members at that location. ## Role differences * **Super Admin / Admin / Supervisor:** Can view connection lists. * **Super Admin / Admin:** Can assign, batch assign, unassign, and batch unassign. * **Super Admin:** Can use **Assign all new locations**. * **Clinician / Basic:** Do not have access to this section. ## Guides in this section * [View Location to Clients Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-location-to-clients-connections.md) * [Assign Client to Location](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-client-to-location.md) * [Assign Clients to Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-clients-to-location-in-batch.md) * [Unassign Client from Location](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-client-from-location.md) * [Unassign Clients from Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-clients-from-location-in-batch.md) * [View Location to Team Members Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-location-to-team-members-connections.md) * [Assign Team Member to Location](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-team-member-to-location.md) * [Assign Team Members to Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-team-members-to-location-in-batch.md) * [Unassign Team Member from Location](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-team-member-from-location.md) * [Unassign Team Members from Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-team-members-from-location-in-batch.md) * [View Client to Locations Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-client-to-locations-connections.md) * [Assign Location to Client](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-location-to-client.md) * [Assign Locations to Client in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-locations-to-client-in-batch.md) * [Unassign Location from Client](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-location-from-client.md) * [Unassign Locations from Client in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-locations-from-client-in-batch.md) * [View Team Member to Locations Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-team-member-to-locations-connections.md) * [Assign Location to Team Member](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-location-to-team-member.md) * [Assign Locations to Team Member in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-locations-to-team-member-in-batch.md) * [Unassign Location from Team Member](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-location-from-team-member.md) * [Unassign Locations from Team Member in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-locations-from-team-member-in-batch.md) * [Assign All New Locations to Team Member](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-all-new-locations-to-team-member.md) ## What happens next Open the task guide that matches the action you need to complete. ## Related guides * [View Location to Clients Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-location-to-clients-connections.md) * [Assign Client to Location](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-client-to-location.md) * [Assign Clients to Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-clients-to-location-in-batch.md) * [Unassign Client from Location](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-client-from-location.md) * [Unassign Clients from Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-clients-from-location-in-batch.md) * [View Location to Team Members Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-location-to-team-members-connections.md) * [Assign Team Member to Location](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-team-member-to-location.md) * [Assign Team Members to Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-team-members-to-location-in-batch.md) * [Unassign Team Member from Location](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-team-member-from-location.md) * [Unassign Team Members from Location in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-team-members-from-location-in-batch.md) * [View Client to Locations Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-client-to-locations-connections.md) * [Assign Location to Client](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-location-to-client.md) * [Assign Locations to Client in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-locations-to-client-in-batch.md) * [Unassign Location from Client](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-location-from-client.md) * [Unassign Locations from Client in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-locations-from-client-in-batch.md) * [View Team Member to Locations Connections](/compassly-docs/administration/system-settings/connections/locations-to-users/view-team-member-to-locations-connections.md) * [Assign Location to Team Member](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-location-to-team-member.md) * [Assign Locations to Team Member in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-locations-to-team-member-in-batch.md) * [Unassign Location from Team Member](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-location-from-team-member.md) * [Unassign Locations from Team Member in Batch](/compassly-docs/administration/system-settings/connections/locations-to-users/unassign-locations-from-team-member-in-batch.md) * [Assign All New Locations to Team Member](/compassly-docs/administration/system-settings/connections/locations-to-users/assign-all-new-locations-to-team-member.md) --- # Agent Instructions This documentation is published with GitBook. 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