{"id":9133,"date":"2026-03-23T07:15:27","date_gmt":"2026-03-22T23:15:27","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=9133"},"modified":"2026-03-23T07:15:28","modified_gmt":"2026-03-22T23:15:28","slug":"checklists-custom-manager-accounts-permissioning-by-location-tags","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/checklists-custom-manager-accounts-permissioning-by-location-tags\/","title":{"rendered":"Checklists \u2013 Custom Manager Accounts Permissioning by Location Tags"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Introduction<\/strong><\/h2>\n\n\n\n<p>FacilityBot allows administrators to control which <strong>Checklists<\/strong> a Custom Manager can view by configuring <strong>Location Tag permissions<\/strong> in the Custom Manager Role settings.<\/p>\n\n\n\n<p>With this feature, administrators can restrict visibility so that a Custom Manager only sees checklists associated with <strong>specific locations, sub-locations, or sub-sub locations<\/strong>. This is useful for organizations managing multiple sites, buildings, or operational areas where each manager should only access checklists related to their assigned locations.<\/p>\n\n\n\n<p>If location-based permissioning is enabled, the <strong>Custom Manager Portal will only display checklists that match the configured Location Tag permissions<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Custom Manager Accounts Permissioning by Location Tags in Checklist\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/PQAGxtjL1oQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuring Location Tag Permissions<\/strong><\/h2>\n\n\n\n<p>Follow these steps to configure location-based permissions for <strong>Checklists<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Open Custom Manager Roles<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the <strong>FacilityBot Web Portal<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"475\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-1024x475.png\" alt=\"\" class=\"wp-image-9137\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-1024x475.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-768x356.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-1000x464.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-480x223.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Settings<\/strong>, then <strong>Accounts<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-1024x472.png\" alt=\"\" class=\"wp-image-9136\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-73.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Custom Manager Roles<\/strong> tab.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-1024x472.png\" alt=\"\" class=\"wp-image-9134\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Edit or Create a Role<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a new Custom Manager role by clicking <strong>+ New<\/strong>, or edit an existing role by hovering over it and selecting the <strong>Edit icon<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-1024x472.png\" alt=\"\" class=\"wp-image-9135\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-74.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-1024x474.png\" alt=\"\" class=\"wp-image-9138\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-1024x474.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-1000x463.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-76.png 1357w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a <strong>Role Name<\/strong> and locate the <strong>Checklists permissions section<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-1024x472.png\" alt=\"\" class=\"wp-image-9139\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-77.png 1360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Enable Location Tag Permissioning<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable the checkbox <strong>Only view selected Location Tags<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-1024x472.png\" alt=\"\" class=\"wp-image-9140\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-78.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Select Location Tags<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-1024x473.png\" alt=\"\" class=\"wp-image-9141\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-1000x462.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-79.png 1359w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A location selector will appear allowing administrators to:\n<ul class=\"wp-block-list\">\n<li>Search for locations<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-1024x473.png\" alt=\"\" class=\"wp-image-9143\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-1000x462.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80.png 1360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select multiple tags<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-1024x473.png\" alt=\"\" class=\"wp-image-9142\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-1000x462.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-80.png 1360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select sub-locations<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-1024x471.png\" alt=\"\" class=\"wp-image-9144\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-1024x471.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-1000x460.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-81.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select sub-sub locations<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-1024x472.png\" alt=\"\" class=\"wp-image-9145\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-82.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once selected, click <strong>OK<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-1024x471.png\" alt=\"\" class=\"wp-image-9146\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-1024x471.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-1000x460.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-83.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save the role by clicking <strong>Create Role<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"478\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-1024x478.png\" alt=\"\" class=\"wp-image-9147\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-1024x478.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-1000x467.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-350x163.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84-480x224.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-84.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Assigning the Role to a Manager Account<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Accounts<\/strong> tab.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-1024x473.png\" alt=\"\" class=\"wp-image-9148\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-85.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Search for the account and <strong>edit<\/strong> it.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-1024x472.png\" alt=\"\" class=\"wp-image-9149\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-86.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the appropriate <strong>Custom Role<\/strong> and click <strong>Update<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-1024x473.png\" alt=\"\" class=\"wp-image-9150\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-1000x462.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-87.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Custom Manager will now only see <strong>Checklists associated with the selected location tags<\/strong>.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Location Tag permissioning allows administrators to restrict what checklists a Custom Manager can view based on selected location tags. When <strong>Only view selected Location Tags<\/strong> is enabled, the administrator can choose specific location tags, sub-tags, or sub-sub-tags, and the Custom Manager will only see checklists that contain at least one of those selected tags. If the option is not enabled, the Custom Manager can view checklists from all locations. The system also supports location hierarchies, meaning permissions apply based on the level selected, and managers can optionally view checklists with no location tag if that permission is enabled.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction FacilityBot allows administrators to control which Checklists a Custom Manager can view by configuring Location Tag permissions in the Custom Manager [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[47],"class_list":["post-9133","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-admin-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Checklists \u2013 Custom Manager Accounts Permissioning by Location Tags - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/checklists-custom-manager-accounts-permissioning-by-location-tags\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Checklists \u2013 Custom Manager Accounts Permissioning by Location Tags - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Introduction FacilityBot allows administrators to control which Checklists a Custom Manager can view by configuring Location Tag permissions in the Custom Manager [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/checklists-custom-manager-accounts-permissioning-by-location-tags\/\" \/>\n<meta property=\"og:site_name\" content=\"FacilityBot - Facilities Management Software\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-22T23:15:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/03\/image-75-1024x475.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/checklists-custom-manager-accounts-permissioning-by-location-tags\/\",\"url\":\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/checklists-custom-manager-accounts-permissioning-by-location-tags\/\",\"name\":\"Checklists \u2013 Custom Manager Accounts Permissioning by Location Tags - 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