Share assets and workers between locations

When access is limited by location, members only see the assets and workers of their own locations. A sharing grant opens one path across: Brisbane lends its cranes to Sydney, or a yard crew borrows labour from the next branch. For how location access works and what a grant can never show, see Limit access by location.

Where to find sharing grants

Open Settings in the sidebar, then Sharing grants under Organization, straight after Access presets. The section appears once limiting access by location is available for your account, and you need the Manage roles & permissions permission.

Each grant in the list shows its Type, the Giving → receiving location with each location's full path, the Receiving members (a preset, or Everyone at the location), the Access, and its Conditions. Distances show in kilometres or miles, following your account's units setting. If your own access is limited by location, you see only the grants that share from or into your locations.

Create a grant

1. Select Create sharing grant.
2. Choose the Type: Assets or Workers.
3. Choose the Giving location, whose assets or workers are shared. Every location below it is included. The list only offers locations inside your own access.
4. Choose the Receiving location, whose members get the access. Every location below it is included too.
5. Under Receiving members, keep Everyone at the location, or pick a preset to share only with the members on it.
6. Choose the Access. An asset grant gives See or See and allocate. A worker grant always gives Allocate, because every member can already see workers.
7. For an asset grant, optionally limit it:
   • Asset classes: leave it empty to share every class.
   • Maximum distance: only assets whose home branch is within this distance of the receiving location are shared. Leave it empty for no limit.
8. Select Create.

The grant applies as soon as it's created. A grant has no end date: it stays until you delete it.

To share heavy cranes within 50 km, and also everything Branch C owns, create two grants. The conditions inside one grant must all match.

Stop sharing

Select the bin icon on the grant's row, then Delete sharing grant. The dialog warns "This takes effect immediately. Members who rely on this grant lose the shared access straight away. To restore it, create the grant again."

There is no edit. To change a grant, delete it and create a new one.

Who can create and delete grants

• Sharing with Everyone at the location needs an Owner or Admin.
• Sharing with a preset follows the preset's own rules: a Manager can't use a preset built on the Admin role.
• You can only share from locations inside your own access, and only asset classes inside your own access. The same goes for deleting: you can delete a grant only when its giving location is inside your access.
• If your access is limited by Business Unit, you can't create grants: a grant shares every Business Unit of the giving location.

If something goes wrong

• "You have no locations you can share from for this type. Ask an Owner or Admin to create this grant.": your own access doesn't include a location you could share from.
• "You don't have permission to manage this sharing grant. Sharing with everyone at a location, or with an Admin preset, needs Owner or Admin access": pick a preset you can manage, or ask an Owner or Admin.
• "Your own access is limited by asset class, so choose the asset classes to share": choose the classes under Asset classes instead of leaving it empty.
• "You cannot give access outside your own locations" or "…outside your own asset classes": pick a giving location or classes inside your own access.
• "You cannot share across locations, because your Business Unit access is limited": ask an Owner or Admin to create the grant.
• "A chosen location or asset class is archived or no longer exists. Refresh and try again": someone archived it while you were working. Refresh and choose again.