We have made several changes to the scoping of locations for:

Previously, in agencies where the Locations feature flag was turned on and a user was assigning a user to a contact, the assigning user was presented with a list of all Users in the Agency, including those that were not part of the Locations associated with the contact. This would result in a scenario where a user would be assigned to a contact, but could not actually see that contact since they were not in a Location the assigned user could see.

We have updated the logic for which users appear in the list to only display users who are associated with the Locations associated with the contact, ensuring that the users available to be assigned through the sidebar will have permission to view the contact.

For agencies using Locations, you will now see that you have a dropdown to save the note by location when entering notes or uploading a document on a contact.

You will only be able to save notes/documents to a Location based on your Location access and the location(s) that the contact is associated with.

After entering your note or uploading your document, you will then select the Location in the dropdown to where the note/document should be saved. If you only have access to one Location or the contact is only enrolled into one Location, you will not be asked to select a Location, as the note/document will automatically save to that Location.

You will now also have the ability to view/filter notes and documents by Location(s). The Locations filter will only show when viewing notes and documents if the contact is associated with more than one location that to which you have access.

For agencies using Locations, when uploading a document to the Agency Documents tab via the left-hand menu, you will now be able to save notes based on location.

You will only be able to save documents to a location based on your location access. You will also be able to select "all locations" if you'd like your document to be accessible by users at any location.

To save a document to a specific location, click on "Upload a Document" from the Documents Agency tab. After uploading the document, select the location(s) that the document should be saved to and click "Save". If you need to save a document to all locations, select "All Locations" in the dropdown.

You will now also have the ability to view/filter documents by location(s). A user will only be able to filter/view documents for locations to which they have access.

For agencies using locations, when creating a post to the Agency Bulletin Board , you will now be able to save notes based on location.

You will only be able to save posts to a location based on your location access. You will also be able to save a post to "all locations" by leaving “Save to Locations” blank to assign document to All Locations

You will now also have the ability to view/filter posts by location(s). A user will only be able to filter/view documents for locations to which they have access. To view posts by location, simply select the location in the dropdown box and click "Filter". You can also select multiple locations, if you'd like to filter post by more than one location.