Manage Location

The Manage Location feature in Compliance Manager allows administrators to create, edit, and organize various physical or organizational locations within the platform. It helps ensure that users are assigned the correct roles and have access only to the compliance tools and data relevant to their specific location. 

Follow these steps to begin working with Manage Location:

1. Navigate to Admin My Organization and select Locations from the left panel. The Manage Location screen will then be displayed. This screen displays a list of all configured locations within the organization. Each row corresponds to a specific location, and the table includes columns for location, client ID, city, state, and zip code. 
2. The left-side filter panel helps narrow down locations. Applied filters display as chips under the search bar for quick removal.
3. Click the Download to export the location list.
4. Hover over the Add icon to create a new location.
5. The user can also click the More Options icon on an individual location and choose one of these options: 
   • Edit: Opens the details of the selected location so you can update information like name, client ID, city, state, and zip code. See the Edit Location Details section and follow the instructions.
   • Archive: Removes the location from the active list while retaining its data for historical or compliance purposes. See the Archive Location section and follow the instructions. 
6. Click on any location to view detailed information about the location, including the total number of managers and limited users, along with their manager designations. The detail section displays the location’s parent location, while any associated sub-locations are shown in the panel on the right.
7. The user can easily navigate to another location’s detail page using the list on the left side of the screen.
8. Click on the Roles tab to see the role details for administrator, manager, and employee users.

Edit Location Details

Follow these steps to modify a location's information:

1. Go to the More option icon for the selected location and choose Edit from the menu. An Edit Location window will then appear.
2. Make the necessary updates to the location details.
3. Click Update Location to save your changes.

Archive Location

When a location is archived, all its related sub-locations will also be archived. Users linked only to that location will also be archived. To prevent accidentally archiving users, consider assigning them a secondary location before archiving the primary one.

Follow these steps to archive a location:

1. To archive an individual location:
   • Navigate to the More Options icon of the desired location and select "Archive" from the menu. A confirmation message will then appear.
   • Select all the checkboxes to confirm, then click Yes, Archive Location to continue. 
2. To archive multiple locations:
   • Select the checkboxes next to the desired locations, then click the More Options icon at the top of the column and choose Archive from the dropdown menu.
   • Select all the checkboxes to confirm, then click Yes, Archive Location to proceed.

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