Creating a Location
Article 000002150 · Updated Jul 1, 2025 · 3,573 views
Location Setup
- Log in to the portal as an administrator.
- From the main page, click Company & Locations on the left-hand side.
- Click the Locations tab.
- Click Add Location.
- Fill out the fields
- Name - Enter a name for the location.
- Description - Optional. This allows for a short description to be listed.
- Address - Type the street address out, a list of valid addresses will populate below, select the correct one.
- Location Type - Optional. Choose from the dropdown the appropriate option (i.e. suite).
- Location Type Details - Optional. Type information that relates to the location type (i.e. suite number).
- Time Zone - Choose the time zone for this location.
- Name - Enter a name for the location.
- Click Save.
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