If you hold a role in your HQ, you don't have to be added to each location's team to work there. SalesThumb works out what you can do in a location from your HQ role, and it does not add you to that location's team list. The people on a location's team stay the people who actually work there.
Opening a location
Open the switcher pill at the top of the HQ sidebar. The Locations list shows the locations you are on the team of, plus every other active location in your HQ's network. A location you reach only through HQ has a small via HQ note next to its name. Click it to switch in. Inside a location, the sidebar's own switcher lists the same locations by city and state, without the via HQ note. For adding locations and organizing them, see Adding locations, regions and owner access in HQ.
Closed locations aren't offered.
What your HQ role lets you do
- HQ Owner works inside a location like that location's Owner.
- HQ Admin works inside a location like that location's Admin.
- HQ Viewer can look but can't change anything. See HQ viewers and the HQ tag in a location's audit log.
Two things are held back from HQ even at Owner level. They are listed below.
Who gets this
Any HQ member whose access to the HQ dashboard is on. If a member's HQ dashboard access has been switched off, for example with the CRM only setting from HQ users, roles and permission sets, they get nothing inside locations.
You don't show up on the location's team
Because nothing is added to the location, an HQ person doesn't appear in the location's team list, schedule, payroll or staff pickers. They don't use up one of the location's team seats, and they aren't picked as someone to receive the location's staff notifications.
Two things HQ can't change from inside a location
The location's owners. An HQ Owner can't give someone the Owner role at a location, and can't remove, demote, archive or change the permissions of a location's existing Owner. The message is: "HQ can't change a shop's owners from inside the shop. Ask the shop's owner, or use HQ settings." Admins and below can still be managed.
The location's SalesThumb subscription. Starting a trial on a paid plan, saving the billing card and cancelling stay with the location's own team and SalesThumb. The message is: "HQ can't change a location's SalesThumb subscription from inside the shop. The location's owner can, or contact SalesThumb."
If you're also on the location's team
Your team role at that location is the one used, even if your HQ role would give you more. If the location has archived you from its team, HQ access into that location is blocked for you. Your other locations aren't affected.
Franchise networks
In a franchise network, a person who works at a franchisee's location can't also hold an HQ role, because an HQ role reaches every location. The other way round, an HQ person can't be added as staff at a franchisee's location. The messages are:
- "This person works at a franchisee's location, so they can't also hold a corporate (HQ) role in this franchise — HQ roles see every location. Use a different email for the HQ role."
- "This person holds a corporate (HQ) role in this franchise, so they can't also be staff at a franchisee's location. Corporate people already reach every location from the HQ side."
HQ's own corporate stores are the exception. See Marking a location as an HQ corporate store.
Frequently asked questions
Q: Do I have to be added to a location's team to work in it as an HQ Owner or Admin?
A: No. Your HQ role gives you a role in every active location in your network, and nothing is added to the location's team.
Q: Will HQ people show up in a location's team list?
A: No. They don't appear in the team list, schedule, payroll or staff pickers, and they don't use a team seat.
Q: Can an HQ Owner remove or demote a location's Owner?
A: No. HQ can't change a location's owners from inside the location. Ask the location's owner, or use HQ settings.
Q: Can HQ cancel a location's SalesThumb subscription from inside the location?
A: No. The location's owner can, or the location can contact SalesThumb.
Q: What if I'm on the location's team and also have an HQ role?
A: Your team role at that location is used. If the location archived you from its team, HQ access into that location is blocked for you.