> 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/assign-location-to-client.md).

# Assign Location to Client

**Audience:** Super Admin, Admin\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-03

## Purpose

Use this guide to assign location.

## Before you start

* You must be signed in to Compassly.
* You must already be in the correct connection view.
* You must select the main record first so the table shows available results.

## Steps

1. Open the correct connection view.
2. Select the main record in the page filter.
3. Change **Assign status** to the correct view if needed.
4. Find the location you want to work with.
5. Open the row action menu.
6. Select **Assign location**.
7. Confirm the action if a confirmation step appears.
8. Wait for the page to refresh.

## What happens after success

After the action succeeds, Compassly updates the table immediately and shows a success message similar to:

> Location was successfully assigned

## Role differences

* **Super Admin / Admin:** Can perform this action.
* **Supervisor:** Can view connection lists but cannot perform assign or unassign actions based on the current permissions matrix.
* **Clinician / Basic:** Do not have access to this section.

## What happens next

After the update, review the refreshed table or continue with another connection change.


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