How to Add Locations

How to Add Locations

As an Admin of an account you can create Locations if you have more than one office location.

Step 1: Select Management from the left-hand side Navigation Bar and then Locations




Step 2: On the Location page, click Add New Location



Step 3: Here you will add the Location information:
  1. Add a Location Name and a Location Code
  2. You can also add any of the additional contact fields if needed

  1. From the Manager drop down, select your location manager
  2. To add additional Managers, use the Select Additional Managers drop down
  3. Select the preferred notification settings 
  4. If the location is part of a larger location or region, you can select the location/region under "Locations within this location"

  1. Click Save 

Step 4: Now on the Locations Management you will see the Location you added, and you will be able to edit and/or delete on the right-hand side





Disclaimer: The procedures and screenshots provided are for reference only. Actual steps and visuals may differ slightly based on software updates, device configurations, or user settings.




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