Select Location at Login and Change Location

1. What does this feature do? (High-Level Overview)

After logging in, users are prompted to select which location they want to work in during their session. Once inside the app, they can switch to a different location at any time from the header without logging out. This feature is currently available.

2. Who is this for? (Roles & Permissions)

This feature applies to all authenticated users who are assigned to one or more locations.

• All location roles (Owner, Manager, BCBA, RBT, etc.): See the location selection dialog after login and can change location from the header.
• Users with access_admin_view permission: See an additional Admin View card in the selection dialog, which provides access to the system-wide administration workspace.

No special permission is required to select or change a location. Any user with at least one active assigned location can use this feature.

3. Business Rules & Enforcements

• Paused locations are visible but not selectable. Locations with a Paused status are shown in the dialog with reduced opacity and cannot be clicked.
• Admin View is only available to authorized users. The Admin View card appears at the top of the location list only if the user has the access_admin_view permission. It is not visible to users without this permission.
• Switching location triggers a full page reload. When a user changes location, the app reloads completely and lands on /dashboard/home under the new location context. Any unsaved work in the current session is lost.
• Admin View users see only regular locations when changing location. If the user is currently in Admin View and opens the Change Location dialog, only regular locations are shown — no second Admin View card is offered.
• All requests are scoped to the active location. Once a location is selected, every API request automatically includes the active location ID. Data shown throughout the app reflects only that location until the user changes context.

4. UI Placement

1. Location selection dialog — Opens automatically after a successful login or two-factor authentication verification.
2. Header — location button (desktop) — Displays the name of the current location with a map-marker icon. Clicking it opens the Change Location dialog.
3. Header — user dropdown menu (all devices) — Contains a Change Location option that opens the same dialog.

5. How-To Guide (Step-by-Step)

Scenario A: Selecting a location at login

1. Enter your credentials on the login screen and click Sign In (complete two-factor verification if required).
2. The Select a Location dialog appears automatically.
3. Browse the available location cards. Each card shows the location name, city, and state. Locations marked Paused are not selectable.
4. If you have admin access, an Admin View card appears at the top of the list. Select it to enter the system-wide administration workspace instead of a location.
5. Click the location card you want to work in. A check-circle icon confirms your selection.
6. The app loads and takes you to the dashboard for the selected location.

Scenario B: Changing location from within the app

1. While inside the app, click the current location name button in the top-right of the header (desktop), or open the user dropdown menu and select Change Location.
2. The Change Location dialog opens, listing all your available locations except the one currently active.
3. Click the location card you want to switch to.
4. The app reloads and lands on the dashboard for the new location. Any unsaved work in the previous session is lost.

6. What happens if…? (Edge Cases / FAQ)

• Q: A location I was assigned to is not showing in the dialog. Why?

  • A: Locations with a Paused status are shown but cannot be selected.
  • B: If a location does not appear at all, it may have been deactivated — deactivated locations are no longer available for selection and will not show in the dialog. It may also have been removed from your assignment. Contact your admin to verify the location’s status and your access.

• Q: I don’t see the Admin View card even though I am an Admin. Why?

  • A: The Admin View card requires the access_admin_view permission. The Admin role includes this permission by default, but if a custom role was used without it, the card will not appear. Verify your role’s permissions with a Superadmin.

• Q: Will I lose my work if I change location?

  • A: Yes. Changing location triggers a full page reload. Any unsaved changes — such as a form in progress or an open modal — will be lost. Save your work before switching locations.