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.
- Click Admin Options at the top right.
- Click Locations icon under Organization Setup.
- Click [+ Add Location] green button at the top right.
- In the Add Location screen that appears, enter:
- The name of your new location. Don’t worry, you can always change this later.
- 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:
- Click Admin Options at the top right.
- Click Locations icon under Organization Setup.
- Click Options with Gear Icon against the Location you want to Edit/change name then click Edit Location Button.
- In the Edit Location screen that appears, where you can:
- Change the name of an existing Location.
- After making changes, click Update Location Button.
Disabling Existing Location:
- Click Admin Options at the top right.
- Click Locations icon under Organization Setup.
- Click Options with Gear Icon against the Location you want to Edit/change name then click Edit Location Button.
- In the Edit Location screen that appears, where you can:
- Click No under the Disabled caption. It will be changed to Yes.
- Click Update Location button.
Deleting the Location:
- Click Admin Options at the top right.
- Click Locations icon under Organization Setup.
- Click Options with Gear Icon against the Location you want to Delete then click Delete Button.
- Click Yes on the Popup message for confirmation or click Cancel if you do not want to delete.