Locations

Locations are used to identify the place that a user resides or is working from. Currently, location is used only in the user account properties to show the user's location.

Create a Location

Required permissions: Locations Create

  1. Click the app selector icon of app selector and select Admin.
  2. Go to Locations.
  3. Click Create New.
  4. Type the location name in the designated field.
  5. Click Create Location.

From the Locations page, with proper permissions, you can open an existing location to:

  • Copy it, if you have the Locations Create permission.
  • Edit it, if you have the Locations Edit permission.
  • Activate or Deactivate it, if you have the Locations Deactivate permission.

Set a User's Location

Required permissions: Users Edit. You must also have data access to the user's team. This is set in your security profile.

Select User Location
  1. Click the app selector icon of app selector and select Admin.
  2. Go to Locations.
  3. Search for and click the user account you want to modify.
  4. Click Edit.

  5. In the Location drop-down, select the location. Locations are immediately available in this drop-down after creating them.

  6. Click Done.