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Multiple Sites

Learn how to access, manage, and switch between multiple linked sites within Custr.

Overview

The Multi-Site Access & Management feature allows organisations to manage multiple locations using a shared employee login across linked sites.

This is commonly used by:

  • Multi-academy trusts (MATs)

  • Care home groups

  • Multi-site businesses

  • Regional management teams

  • Travelling staff and contractors

With multi-site access, users can:

  • Switch between linked sites

  • Check in at multiple locations

  • Manage employees across sites

  • View site-specific dashboards

  • Use the Companion App across multiple locations

Each site remains operationally separate, while still allowing linked access through a shared employee account.

How Multi-Site Access Works

Multi-site access is linked through the employee email address used across sites.

When the same employee email exists on multiple sites (and account access is enabled):

  • The user can switch between those linked sites

  • The user can log into all linked sites using the same account

  • Employee profiles remain linked across those sites

This allows organisations to centrally manage employee access while keeping each site operationally independent.

Switching Between Sites on the Dashboard

To switch between linked sites on the dashboard:

  1. Navigate to the dashboard

  2. Select your site name from the top bar

  3. Choose the required site from the dropdown list

Once selected:

  • The dashboard context will switch fully to that site

  • You will only view information for the selected site

  • Reporting, evacuation data, and records remain site-specific

Creating Multi-Site Employees

Employees can be linked across multiple sites in two different ways.

Both methods allow the employee to access multiple linked sites using the same login credentials.

Option 1 — Create Matching Employee Records Manually

Employees can also be linked manually by creating matching employee records on multiple sites using the exact same email address.

For this method to work:

  • The employee email address must match exactly across all sites

  • Account Access must be enabled for the employee on each site

Once configured:

  • The employee account will automatically link across those sites

  • The employee can switch between linked sites using the same login credentials

This method is commonly used when:

  • Sites are managed independently

  • Employees already exist on separate sites

  • Employee records are created locally by site administrators

See: Adding Employees

Option 2 — Copy Employee to Additional Sites

This is the quickest way to create a linked employee profile across multiple sites.

To copy an employee to additional sites:

  1. Go to Directory > Employees

  2. Select the employee you want to copy

  3. Click Edit

  4. Select the required sites from Copy to additional sites

  5. Click Save

Once copied:

  • The employee can access those linked sites

  • The employee profile remains linked across sites

  • Site-specific roles and permissions can still differ per location

Important Notes

  • Linked employees can still have different permissions on different sites

  • Each site remains operationally separate

  • Site-specific settings and categories are not shared automatically

  • If email addresses do not match exactly, the accounts will not link

  • Account Access must be enabled on each linked employee profile

How Permissions Work Across Multiple Sites

Although employee profiles are linked, each site maintains its own:

  • Roles

  • Permissions

  • Settings

  • Categories

  • Reporting

This means an employee may have:

  • Different permissions at different sites

  • Different access levels depending on the location

For example:

  • Administrator at Site A

  • Standard employee access at Site B

Using Multiple Sites on the Companion App

Users can also switch between linked sites within the Custr Companion App.

To switch sites in the Companion App:

  1. Open the Companion App

  2. Select Viewing As

  3. Choose the required location

  4. Click Confirm

The Companion App will then update to the selected site.

Checking In at Multiple Sites

Employees can check in at multiple linked sites using the Companion App.

To check in at another site:

  1. Open the Companion App

  2. Tap Check In

  3. Confirm your current location

  4. Switch sites using Viewing As

  5. Select the next site

  6. Tap Check In again

Employees can remain actively checked in at multiple linked sites simultaneously.

Checking into one site does not automatically check the employee out of another linked site.

Multi-Site Access vs Global Dashboard

Multi-site access allows users to switch between independent sites using a shared account.

The Global Dashboard provides additional group-wide functionality, including:

  • Group reporting

  • Centralised configuration

  • Shared global employees

  • Standardised branding and settings

These are separate features and may behave differently depending on your setup.

See: Global Dashboard

Important Notes

  • Multi-site access is linked through shared employee email addresses

  • Each site remains operationally independent

  • Permissions and settings are managed separately per site

  • Employees can be checked into multiple linked sites simultaneously

  • Switching sites changes the dashboard context to the selected site only

  • Global Dashboard functionality is separate from standard multi-site access

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