- Navigate to the left sidebar and click on General to expand the General Settings.
- Click on the the Locations. Upon clicking on the Locations, a table which displays all Locations is displayed.
- To add a new location click on Add button. Upon clicking the Add button a drawer will be opened on the right side of the platform.
- On the drawer enter the following information:
- Code
- Description
- Set status (active or passive)
- Select Timezone (drop-down)
- Select Organization Level (drop-down)
- Select Subaccount (drop-down)
- Enter full address of the location. Upon entering the full address, one of the two scenarios explained below should be followed:
- If the correct address is shown in the dropdown options select it. Upon selecting the address, the fields such as Country, State, Address 1, Address 2 (optional) and Postal Code will be autofilled.
- If the entered address is not shown in the dropdown options you have to enter manually the following fields: Country, State, Address1, Address 2 (optional) and Postal Code.
- Click Save button.
How to add and edit Locations?
Updated on January 10, 2023
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