How to assign guards to post sites on the Back Office Dashboard?

Assigning guards to post sites is an important and mandatory step that allows guards to perform their assigned duties at the correct location. 

Once your guards and post sites are ready, assign each guard to the location/post sites where they will work. This allows guards to access site-specific information, tasks, reports, and other assigned activities through the Mobile App.

You can assign one or multiple guards to a post site based on your operational requirements.

Prerequisites

Before assigning guards to post sites, make sure:

• The client and post site have been created in your GuardsPro Back Office Dashboard account.

• The required guards have been added to your account.

• If you want to assign guards based on skill sets or departments, make sure these are already assigned to the guards.

• Site Tours, Tasks, Post Orders, or Checklists should be created beforehand if you want to assign them along with the post site.

✅ Step-by-Step guide to assign guards to the post sites through the Back Office Dashboard : 

👥 Option 1: Assign Multiple Guards to a Post Site

You can assign multiple guards to a post site at the same time.

Step 1: Open the Post Site

1. From the main menu, go to Clients.

2. Select Post Sites from the dropdown.

3. Click the post site where you want to assign guards.

Step 2: Assign Guards

1. Select the Assign Guards tab.

2. Click Assign Guard.

3. In the pop-up window, complete the required fields and select one or more guards.

4. If needed, filter the guards by Skill Set or Department to quickly find the appropriate personnel.

5. Select the required Site Tours, Tasks, Post Orders, and Checklists to assign them to the selected guards.

6. Click Save to complete the assignment.

💡 Time-Saving Tip: You can assign Site Tours, Tasks, Post Orders, and Checklists to the selected guards during the same process, helping you complete the setup more efficiently.

That's it! The selected guards are now assigned to the post site along with the selected activities.

👤 Option 2: Assign an Individual Guard to a Post Site

You can also assign a post site directly from an individual guard's profile.

Step 1: Open the Guard Profile

1. From the main menu, go to Security Team.

2. Select Security Guards.

3. Click the guard you want to assign to a post site.

Step 2: Assign the Post Site

1. Open the Assign Sites tab.

2. Click Assign Post Site.

3. In the pop-up window, select the required Client and Post Site. 

4. Click Assign to complete the assignment.

The selected post site will now appear in the guard's list of assigned post sites.

⚠️ Important Notes

• A guard must be assigned to a post site before they can access and perform activities associated with that site.

• You can assign multiple guards at once to save time.

• Use Skill Set or Department filters to quickly identify eligible guards.

• You can assign Site Tours, Tasks, Post Orders, and Checklists along with the guard assignment.

• Make sure the required Skill Set or Department is already assigned to the guards before using these filters.

• If a guard no longer needs access to a post site, use the Unassign option to remove the guard from that site.

That's it! By following these steps, you can easily assign individual or multiple guards to the appropriate post sites and provide them with the site-specific activities and responsibilities they need to perform their duties effectively.

Feel free to check out our detailed tutorial video on YouTube for a step-by-step walkthrough  :