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Regions & Regional Employees

Learn how to create and manage Regions and assign Regional Employees in Bravo, helping larger organizations segment stores and designate oversight roles for reporting and system configuration.

If you are part of a multi-store chain, you may have a need to set your stores by region and assign each employee to a certain region based on their access needs. This article will walk you through the process of defining regions and changing and adding regions for stores and employees.

Note: Access to regional employee configuration settings is a privileged function. Only system administrators and store managers should be provided access. Employees that do not have rights to change regional settings will not be provided with the option of defining or changing regions or setting regions for employees.

Defining Regions

Bravo allows you to define regions for your stores.  Employees assigned to a specific region can access Bravo from any store within that region, allowing employees to move from store to store using the same user login, security settings, and configuration values. 

Although most users will assign stores to regions based on geographical location, Bravo puts no restrictions on which stores can be grouped together in a region.  To allow additional division of stores, regions can also contain other regions in a hierarchy with a parent region containing one or more sub-regions.  The use of regions allows maximum flexibility when allowing employees to move from store to store based on operational needs.

To Add / Change / Delete a Region:

Select System Configuration from the Bravo Dashboard.

From the Left hand panel on the System Configuration screen, Select Company (Top Level).  Next click on the tab labeled Region.  

Click Edit to make changes.  

To change the name of a region, double click and enter a new name.

To add a new region, select the small plus sign at the parent level.  

Enter the region name.

To delete a region, select the red  on the region line

NOTE: see below for region deletion rules.

Select Save to complete the regional definition or Cancel to discard the changes. 

If Cancel, Bravo will ask the user to confirm.

Rules Regarding Regions

  1. Only one top level region can be defined
  2. Can define regions within regions (i.e. sub-regions)
  3. A maximum of 5 levels of sub-regions can be defined.
  4. Only empty regions can be deleted. Before a region can be deleted, all stores defined for that region must be deleted. Before a store can be deleted, all employees for that store must be deleted. 
  5. All sub-regions must be deleted before a parent region can be deleted.

Assigning Stores to Regions

To assign a store to a region:

On the System Configuration page, select a store.

Select the Edit button  on the Information tab.

Select a Region from the drop down regional selector.

To delete a store from a region, select the X on the right side of the Region box.

Rules for Assigning Stores to Regions

  1. A store can only be assigned to one region.
  2. If assigned to a parent region, the store is a member of all sub-regions for that parent region.
  3. Stores are not required to be a member of a region.

Assigning / Removing Employees to Regions

To assign an existing employee to a Region:

On the System Configuration page, select the Employee from the list on the left.

Select the Edit button on the information tab. 

Select the Change Region button above the current region selection box. 

From the Select Region window, select the region for the employee.

NOTE: Pay special attention to the Bravo Bits on the region selection screen.  They provide information about logging into Bravo at stores other than their home store.

Select the OK to assign the employee to the region or Cancel to return to the main information screen without changing the employee’s region.

To remove an employee from a region, select the red  beside the employee’s region box. 

The employee will be assigned to This Store Only.

Rules for Assigning Employees to Regions

  1. An employee can only be assigned to one region.
  2. If assigned to a parent region, the employee is a member of all sub-regions for that parent region.
  3. Employees are not required to be a member of a region.
  4. New employees are defaulted to This Store Only, i.e. they are not a member of a region.
  5. When the user logs into a store other than their home store, they must use their extended login.  The extended login is alias@homestoreprintcode
    • The print code is the 3 alphanumeric code found on the store information tab in the system configuration.  The user will use their home store's print code.  For example if Employee John as assigned to store ABC as his home store, his extended login will be John@ABC.  He will use this log in anytime he needs to access a different store within his region.
  6. The employee uses the password that was assigned at their home store.
  7. All access rights, limits, and security codes will be determined by the employee’s home store regardless of which store in the region they are currently logged into.
    • Configuration on password strength, age, etc. in the ASSOCIATE CONFIG section will be determined by the store they are logging into, not the home store.  The password may need to be changed if that store's configuration has tighter restrictions on the password configuration that the employee's home store.