Steps

1. Add a Location
2. Add the Sub-Location Admin

• Switching Between Locations

3. (Optional) Grant Sub-Location Access to Policies & Procedures

1. Add a Location

1. In the top left corner Select your Account Name

1. OR, in the left sidebar Select Locations > Select Add Location

2. Enter the following information for the Sub-Location > Select Create Location
   1. Name
   2. Website
   3. Account Type: Business Associate or Covered Entity

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Congratulations! You created a Sub-Location!

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All Admins in your Parent Location can see and navigate into Sub-Locations.

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Sub-Locations users cannot see or navigate into their Parent Location.

2. Add the Sub-Location Admin

1. In the top left corner Select your Account Name > Select your new Location

2. Within the Sub-Location, Invite a User who will be this Location's Admin: Select People in the left sidebar

3. Select Invite Team Member

4. Enter User Info (see breakdown below) > Select Invite
   1. Enter an Email Addresses or multiple in a comma separated list
   2. Optionally, individually Select Requirements

5. Once they accept their invite, Select the Team Member

6. Select Edit

7. Grant them the Privacy Officer Role > Select Update Team Member

8. Now grant them Admin Access: Select your Name in the top right corner > Select Settings

9. Select the Admins tab > Select Add Admin

10. Select the User from the drop down > Select Add as Admin

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Congratulations! You Assigned your Sub-Location's Admin!

Switching Between Locations

1. In the top left corner Select your Account Name > here you can Select Switch to Main Account or Select any other Sub-Location

3. Grant Sub-Location Access to Policies & Procedures

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Optional: If you would like to manage your Sub-Location's Policies & Procedures, you can Grant your Sub-Locations access to them.

1. From your Main Account, in the left sidebar Select Compliance > Select Policies & Procedures

2. Next to the desired Policy or Procedure, Select the three dots Action Menu > Select Grant Subaccount Access

Once done, your Sub-Locations will see the Policy or Procedure in their Policies & Procedures section with your Account Name tag and any Smart Tags you had assigned it.

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If the Policy or Procedure has a HIPAA Policy Type, then this will be pushed to the Sub-Locations, and they will get credit on their Dashboard and in their HIPAA Score for publishing a required Policy or Procedure.