Settings - Location Groups

Location Groups provide a way to organize or categorize your locations. Groups also make roll-up reporting possible.

Group Creation

1. Select the Settings icon () at the top-right corner of the page
2. Select Location Groups
3. Click the Add New Group button
4. Select the Account to which the group should belong
5. Name the group

Location Group Management

1. Select the Edit group locations icon () in the Actions column of the group
2. Check the boxes next to the locations that should belong to the group
3. Use the search bar to filter for specific locations or the select all checkbox to select all of your locations at once
4. Click the Save Changes button when finished

Group Access Management

1. Select the Settings icon () at the top-right corner of the page
2. Select Users
3. Select the Edit groups icon () in the Actions column of the user that you wish to add to the group
4. Check the boxes next to the groups to which the user should have access
5. Click the Save Changes button when finished