10.02.01 Locations

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10.02.01 Locations

System administrator can setup Locations using [Admin Options] —> [Locations]

Adding Location:

If you plan to implement locations, you should define your locations before setting up your employees, allowing you to add an employee and assign the employee a location in one easy step.
  1. Click Admin Options at the top right.
  1. Click Locations icon under Organization Setup.
  1. Click [+ Add Location] green button at the top right.
  1. In the Add Location screen that appears, enter:
    1. The name of your new location. Don’t worry, you can always change this later.
    2. Now click the green Add Location Button.
Your new location will be created and then immediately appear on your Location screen.

Editing/Changing Name of the Location:

  1. Click Admin Options at the top right.
  1. Click Locations icon under Organization Setup.
  1. Click Options with Gear Icon against the Location you want to Edit/change name then click Edit Location Button.
  1. In the Edit Location screen that appears, where you can:
    1. Change the name of an existing Location.
    2. After making changes, click Update Location Button.

Disabling Existing Location:

  1. Click Admin Options at the top right.
  1. Click Locations icon under Organization Setup.
  1. Click Options with Gear Icon against the Location you want to Edit/change name then click Edit Location Button.
  1. In the Edit Location screen that appears, where you can:
    1. Click No under the Disabled caption. It will be changed to Yes.
    2. Click Update Location button.

Deleting the Location:

  1. Click Admin Options at the top right.
  1. Click Locations icon under Organization Setup.
  1. Click Options with Gear Icon against the Location you want to Delete then click Delete Button.
  1. Click Yes on the Popup message for confirmation or click Cancel if you do not want to delete.
Article ID: 44, , Modified: 3/23/2021 at 5:49 PM

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