Multi-Location Management

Multi-Location Management

Oliver AI supports organizations with multiple locations, stores, or branches. The location system allows you to organize team members, track performance, and manage training at the location level.

What Are Locations?

Locations represent physical or logical divisions within your organization. Examples:

• Retail stores in different cities
• Regional sales offices
• Business units or departments
• Franchise branches

Each location has:

Field	Description
Name	The location's display name
Organization ID	The parent organization
Is Active	Whether the location is currently active
Created/Updated At	Timestamps

Creating Locations

Admins and unscoped managers (those not assigned to a specific location) can create locations:

1. Navigate to Locations in the settings or admin area.
2. Click Add Location.
3. Enter the location name.
4. Save.

The location is automatically associated with your organization.

Warning: Store-scoped managers (those assigned to a specific location) cannot create, update, or delete locations. Only unscoped managers, admins, and superadmins have location management permissions.

Viewing Locations

The locations list shows all locations in your organization:

• Active locations are shown by default.
• Inactive locations can be displayed by toggling the "Include Inactive" filter (manager+ roles only).

Assigning Team Members to Locations

When adding or editing a team member:

1. Open the team member profile.
2. Select a Location from the dropdown.
3. Save the changes.

Team members assigned to a location:

• Have their practice sessions tagged with that location.
• Appear in location-specific analytics.
• Can have location-scoped training scenarios assigned to them.

Location-Based Data Scoping

Many features in Oliver AI support location-based filtering:

Analytics

• Team insights can be filtered by location.
• Performance metrics show location-specific breakdowns.
• Leaderboards can be scoped to individual locations.

Practice Sessions

• Sessions are tagged with the user's location.
• Location data is included in session metadata.

Manager Scoping

Managers in Oliver AI can be either:

• Unscoped (owner/area managers) -- Can see data across all locations in the organization. Can manage locations.
• Location-scoped (store managers) -- Can only see data for their assigned location. Cannot manage location settings.

The system automatically determines the effective location based on the user's assignment and any explicit location filter provided.

Updating Locations

To rename a location:

1. Click on the location in the list.
2. Edit the name.
3. Save.

Deactivating Locations

Rather than deleting, locations use soft deactivation:

1. Open the location settings.
2. Set the location to inactive.
3. The location will no longer appear in active lists.

Inactive locations:

• Are hidden from team member assignment dropdowns.
• Preserve all historical data.
• Can be reactivated later.

Tips for Multi-Location Organizations

• Establish locations early -- Set up your location structure before adding team members so everyone can be assigned correctly from the start.
• Use consistent naming -- Use a clear naming convention (e.g., "New York - Downtown", "Chicago - West Loop") for easy identification.
• Assign managers to locations -- Ensure each location has at least one manager who can oversee team performance.
• Set location-specific targets -- Different locations may have different performance expectations based on market conditions and team size.

Note: Locations are unique within an organization. You cannot have two locations with the same name under the same organization. If you need to distinguish similar locations, include the city or region in the name.