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How to add and edit Locations?

  1. Navigate to the left sidebar and click on General to expand the General Settings.
  2. Click on the the Locations. Upon clicking on the Locations, a table which displays all Locations is displayed.
  3. 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.
  4. 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.
  5. Click Save button.
Updated on January 10, 2023

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