How To Add A Location

This guide will explain how to add a location to your organization. If your organization has more than one location, this feature will help organize users when viewing them in lists and org charts.



Permissions Required: You must have the locations permissions granted to add and edit a location. You must have the edit users permission granted to assign users to the location. We recommend that only system administrators have access to these functions.



Overview

  1. Add Location

    1. Manually Add A Location

    2. Upload A List Of Locations

  2. Edit Location

  3. Assign Users



1.Add Location

You can add one location at a time of you can upload a list of locations. Whichever method you choose, you will edit the details of your location(s) after you add/upload them.


Manually Add A Location:

  1. Click the Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Location.

  4. Here is an introduction to adding a location, click Next.

  5. Make sure the Type in a single location option is selected, then click Next.

  6. Enter the name of the location you are adding then click Next.

  7. Review your info and confirm that it is correct. If not, use the Previous button to navigate back and edit. Other wise click Finish.

  8. Click Close.


Upload A List Of Locations:

The file you upload must have a .csv extension and the first line of the file must be the header: Name.

  1. Click the Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Location.

  4. Here is an introduction to adding a location, click Next.

  5. Make sure the Upload a list option is selected, then click Next.

  6. Click the Select File To Upload button.

  7. Choose your .csv file to upload then click Next.

  8. Review your info and confirm that it is correct. If not, us the Previous button to navigate back and edit. Otherwise click Finish.

  9. Click Close.



2.Edit Location

Filling out the details of each location will help complete org charts and social intranet pages. The location’s details should appear after you complete the Add Location wizard.


  1. Enter the name of the user in charge of this location in the Location Head field. You should be able to choose the user’s name from a dropdown as you start typing. This person will have administrative access to this location’s page on the social intranet. They will be able to add and remove users (including page editors), edit the location’s page, and create posts as this location.

  2. Enter the address and phone number of this location.

  3. Click on the Social Intranet Page header to expand the card.

  4. Enter the name of users who will be page editors for this location’s social intranet page. They will be able to add and remove users, edit the page, and create posts as this location.

  5. Click Select Image to upload a location image. This is how the location will be represented on the social intranet.

  6. Click on the Saved icon in the bottom right and click Save and Close.



3.Assign Users

  1. In the main toolbar, click the arrow in between Structure and Organization Settings, then select Users and Teams from the dropdown.

  2. Click the List All Users card.

  3. Select a user you would like to add to your location.

  4. Click the location dropdown and choose your location from the list.

  5. Repeat steps 3 & 4 until you have edited every user who should be assigned to the location you just created.