This article explains how to link locations to a client from the client view in BriqSafe. It is intended for administrators who manage client organisations and need to associate locations for reporting and billing purposes.
NoteRequired role: Owner or Admin
Link Locations to a Client
Linking locations to a client associates all structures of those locations with the client, enabling accurate scoping for reporting and billing.
- Open Clients from the main navigation.
- Select the client you want to link locations to by clicking its row. This opens the Edit Client side panel.
- Find the Assigned Sites card within the panel.
- Select Add Site to open a location picker.
- Choose one or more locations to link to the client.
- To remove a location, select it from the list within the Assigned Sites card and choose to remove it.
- After making your changes, select Update Client to commit them.
Note that the locations' structures are linked automatically when you assign a location. Also, reassigning a location that is already linked to another client overwrites the previous assignment without warning and triggers a billing sync.
Important Considerations When Linking Locations
- Linking locations to a client is only possible from the client side. There is no client selector on location or building forms, and you cannot link a client while creating a new location.
- Each assignment sends a billing synchronization to update subscriptions accordingly.
- You must have edit permission (Owner or Admin role) to link or unlink locations from a client.
- The Sites count shown in the client list and panel reflects the number of linked locations after committing changes.
