Easily manage and customize your companies locations with our user-friendly admin interface. Company locations help to manage and segment teams and users within a company, ensuring structured and efficient operations. Admins can create new locations, edit existing ones, and delete them as necessary. Additionally, they can set user and team limits to maintain effective oversight and organization.
Steps To Use And Create Locations:
Follow these steps to create, edit, and manage company locations effectively.
Step 1: Access the Users Section
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Locations", from the Company Dashboard page.
Step 2: Add a New Location
To create a new location, click "+ Add Location" in the top-right corner.
In the modal pop-up will appear, enter the location's name, set the team limit and the user limit. Once you are ready, click the "Save" button to see your new location.
Step 3: Create a Team Within a Location
Click on the desired Location to open its Teams page.
From there, you can see the list of users and teams for the location.
To create a new team, click "+ Add Team" in the top-right corner.
In the modal pop-up enter the team's name and set the user limit. Once you are ready, click the "Save" button to create your new team.
Step 4: Deleting or Editing a User and Team
To edit an team, click the "pencil" icon next to the user limit. To delete a team, click the "trash" icon.