Configuring Location Types

Configure location types in order of the hierarchy (that is, configure parent location types first, then child ones).

Since locations can be used both for capturing information about users and for identifying the location of an event, you may want to use location types to separate the list of locations used for each purpose. This will let you exclude locations intended for events from the list that appears in the users' record.
Give Me An Example

1. Choose the appropriate client or your own organization.

2. Click Configuration (tab), then Locations (menu).
   You see a list of existing locations.

3. From the View menu, choose Location Types.
   You see a list of existing location types

4. Click Add a location type.
   You see a new screen.

   

5. Enter the location Type (appears in drop-down list when configuring locations).

6. If this is a parent type with no type above it, choose a Parent Type of None.
   - or -
   If this is a child type, choose the appropriate Parent Type.

7. To allow users to be associated with this location type, check the Yes, users may be assigned... option. This lets you prevent locations from appearing in the list of user locations and being accidentally applied to users: only locations of types that have this option checked will appear in the Location list in user accounts.
   Give Me An Example

   You have a Region that has a District within it. When you want users to be assigned to districts, check "users can be assigned" for the District location and leave it clear for Region. This will require users to pick a district as a location and prevent them from choosing regions accidentally.

8. Click Add Type.
   You see the list of location types, including the one you just added.