Shared location

Organizations using Trail Sharing can create a shared location, such as a warehouse, that designated users from several partner organizations manage together.

Authorized users can add a partner's equipment to that location and move equipment within it regardless of who owns each item.

Sub-locations are shared with the same chosen partners.

Topics:

  1. Set up a shared location
  2. What can Location Managers do?
  3. Change the location of shared equipment
  4. Video about shared locations

Set up a shared location

  1. Open Admin - User groups
  2. In each organization that will share the location, create a user group for the users who will manage equipment there. These users are the Location Managers.
  3. Each organization adds its designated users to its Location Managers group.
  4. Email support@trail.fi with:
    • The location's name and the Trail environment in which it exists.
    • The organizations that should have access.
    • The user group from each organization that should have Location Manager rights.
  5. Trail will confirm that:
    1. the location has been shared
    2. the specified groups have access.
  6. Open Admin - Locations
  7. The shared location then appears in partner organizations' location lists.
  8. Partners cannot edit the location itself, so its row does not show location-editing icons.
The sharing partner is missing the location editing icons from the shared location's row
  1. Open the shared location
  2. From location's details
    1. Check Organizations to see which partner organizations have access to the location
    2. Check Location Managers to see which groups can view all items in the location and move them to its sub-locations

What can Location Managers do?

Location Manager = a user in a user group with access to the shared location.

Location Managers can:

  • See all equipment attached to the shared location in the item list, with owner and location shown in separate columns.

  • Open the item cards of items in the shared location and view their information.
Location managers can edit only the location of sharing partner's items, not other details
  • View a sharing partner's equipment by scanning its identifier in the Trail mobile application.
  • Change the location of shared items in the web or mobile application, regardless of owner, including moves to sub-locations within the shared location.
  • Link any item from a sharing partner to the shared location or one of its sub-locations in the web or mobile application.

Limits: Location Managers see basic item information but not historical data. They cannot modify other details of partner-owned items or delete those items; their editing right for partner-owned items is limited to location.


Change the location of shared equipment

Follow the existing Editing the item location help article for detailed web and mobile instructions.

Link: Editing the item location


Video about shared location