About Locations

Locations can be defined for an organization. They can be used simply to record additional information about users, or can be used to assign content to users based on their location. Locations can reflect geography (state, region, city) or organizational structure (work team, office, reporting responsibility).

Locations allow a user to be established as an administrator with limited scope, responsible for just the users within their location.

Note: A location is created for each person who purchases a learning activity through Shopify.

If events are supported, locations are also used to identify the place where an event takes place.

Optionally, locations can be organized into hierarchies by identifying location types. You can specify which locations can have users associated with them, and which are used purely for organizational purposes.
Give Me An Example Based on Geography

Say you identified this hierarchy for your locations:

Head Office

Region

District

Customer Service Center

Repair Center

Each of these would be a location type. You would then define locations of each type:

Rochester (head office type)

Western New York (region type)

Greater Rochester (district type)

The Mall, Greece (customer service centre type)

Brighton (repair center type)

Central New York (region type)

Greater Syracuse (district type)

Sparks Street (customer service centre type)

When you defined the Greater Rochester location, you would specify that it was a district, and then choose as its parent Western New York. For the Greater Syracuse location, you would specify that it was a district and then choose as its parent Central New York.

Your hierarchy could be based on lines of business:

Computer Sales

New

Refurbished

Peripheral Sales

Printers

Keyboards

Service Contracts

Each of these would be a location type. You would then define locations of each type, for example:

PC (Computer Sales type)

Dell (New type)

Mac (New type)

Dell (Refurbished type)

Mac (Refurbished type)

Home (Peripheral Sales type)

Office (Peripheral Sales type)

Logitech (Printers type)

When you defined the Dell location for new computers, you would specify that it was of the type "New", and then choose as its parent "Dell". For the Dell location for refurbished computers, you would specify that it was on the type "Refurbished" and then choose as its parent "Dell".

Location types also play a role in user management. Administrative users in a location that has child locations can be limited to managing just their location (Local Administrator) or the subordinate locations as well (Multiple Location Administrator).