Always work in your own location. Choose it from the selector at the top left of the portal before you start. Each location manages its own records, so nothing should be added under Global.
Open Areas
- 01Areas
In the side menu, open Access and click Areas.
- 02Add
Click Add at the top right.
Name your area
- 03Name
Enter the Name of the area.
- 04Audience
Under Audience, choose the Users or Groups it applies to.
- 05Save
Check it over, then click Save.
Your area is added
You'll find it in the Areas list with its audience.
Next: Change visit settings