Configuring Locations

You can configure the list of locations using one or all of these methods:

• import users,  some of whom are associated with new locations

• import locations

• manually define locations (described below)

1. Choose the appropriate client or your own organization.

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

3. Click Add a location.
   You see a new screen.

   

4. Enter the location's Name (appears in drop-down list of locations) and Identifier.

5. If appropriate, specify this location's position in the location hierarchy by choosing a Location Level and Parent Location.

6. Choose the location's Time Zone. For future implementation: recommended when using geographic-based locations.

7. Enter the location Address.

8. Click Add Location.
   You see the list of locations, including the one you just added. The location is now available in all Location lists in the system.