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Location Management

How to use Location Management

Updated over 5 months ago

The Location Management feature helps administrators efficiently manage physical and virtual workspaces from a centralized interface. It supports hybrid environments by allowing easy creation and organization of locations like offices or remote setups. This ensures scalability, consistency, and streamlined operations as organizations grow.

To manage locations go to Organization Management in the navigation menu and open the Locations tab allows administrators to create and manage various physical or virtual locations associated with their organization's branches.

  1. Create a New Location:

    • Administrators can click the Create button to define a new location, such as an office or a remote work setup. This can include physical office spaces or virtual environments.

  2. List of Existing Locations:

    • Displays a list of already defined locations, such as "New York Office" or "Remote."

      Each location entry includes options for:

      • User management (People icon): Assign and manage users associated with the selected location.

      • Delete location (Trash icon): Remove the location from the system if it is no longer needed. 

  3. Show mapping codes:

    • The toggle allows administrators to enable or disable the visibility of mapping codes, which are internal identifiers that help in linking locations to branches or users.

As an administrator, these functions allow you to efficiently manage and organize physical or virtual locations within your organization. You can create, assign, and remove locations as needed, link users and resources through mapping codes, and ensure structured data management. This functionality enables you to deliver location-specific content, streamline user assignments, support hybrid work setups, and generate detailed reports on engagement by location. By using these tools, you can enhance administrative efficiency and ensure targeted content across your organization.

You can also use the grouping hierarchy feature for organizing multiple locations. Simply drag and drop them to create a structure appropriate for your organization. 

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