You will often need to reassign stores (or companies) to another team member: a territory change, temporary cover, or an internal reorganization. Sidely lets you handle these changes quickly and easily with bulk owner editing.
Follow these steps to assign one or more stores to another owner.
1. Go to the company list
In the Sidely web app, click "All companies" to display the full list of points of sale.
Use the filters or the search bar to find the stores you want to reassign.
2. Select the relevant stores
Check the boxes to the left of the company rows you want to edit.
You can select several at once, even across multiple pages.
In this example, we are editing companies in the 75010 postal code
3. Start the bulk edit
Once you have made your selection, click the pencil icon at the bottom of the page.
A side panel opens with the editable properties.
4. Change the owner
In the drop-down list of available fields, choose "Owner".
Select the new user you want to assign the companies to.
Double-check your selection before confirming.
5. Confirm the change
Click "Edit".
A pop-up shows a summary of the number of companies affected.
Confirm to complete the assignment.
💡 Tip: Remember to let the new user know they have inherited new points of sale so they can include them in their next route.
FAQ
1. Can I assign a store to several owners?
No, each company is associated with only one owner at a time.
2. What if I make a mistake?
You can repeat the exact same operation by selecting the relevant store(s) again.
3. Can I do this from the mobile app?
No, bulk property editing is only available on the web platform.
4. How do I view a specific user's stores?
Create a view filtered by owner in the company list.
5. Can I reassign stores from the map?
Yes, the map also lets you select stores and open the bulk edit panel.
6. Is there a limit to how many stores I can edit at once?
Technically no, but for better reliability we recommend not exceeding a few hundred.