Settings -> Company

Objectives

• Adding, modifying or deleting locations, regions and districts
• Adding, modifying or removing user assignments

Company

Building out new Company structure

• New region
• New district (optional)
• New location

Modifying existing company structure

• Moving locations and districts amongst regions
• Deactivating locations, regions or districts

Building out Company Structure

1. Navigate to Settings -> Company.

2. Begin building out your company by creating one or multiple Regions.

3. Label your region and save changes.

4. Optional – create districts (subsets of regions)

   • Click on a region under your company name, then +New, District.

5. Add locations to districts or regions

   • Click +New, Location.
   • Fill out location details. Both name and time zone are required. Save changes when finished.

Modifying Existing Company Structure

• Locations and optional districts can be moved among regions; locations can also be moved among districts within the same region.
• Open any location’s details to move location to another area.
• Select a new region and/or district, then save changes.

Deactivating Locations, Districts and Regions

• Locations can be deactivated so they are no longer available to review; inactive locations also do not count against total location count.
• Open location details.
• Uncheck the ‘Active’ box, then save changes.
• Inactive locations can be reactivated at any time. Use the ‘Show Inactive Locations’ filter to view all inactive locations for the selected region.
• Reactivate locations by checking the ‘Active’ box.