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 Multi Location Setup
- 01Multi Location Setup
In the side menu, open Administration and click Multi Location Setup.
- 02Your locations
The list shows each location and its [Location] group. That group holds everyone in the location.
- 03Add
Click Add at the top right.
Name your location
- 04Name
Enter the location's Name.
- 05Save
Check it over, then click Save.
Your location is added
You'll find it in the Locations list.
Next: Customize user profiles