Regions

Regions are how you group businesses inside an enterprise so a Manager can be scoped to a subset. A region can hold any combination of businesses — geographic, brand-based, or whatever fits your operations.

Add Businesses to the Enterprise

Before defining regions, add the businesses they’ll contain.

1. Click Edit in the Enterprise businesses card.
2. Add each business that should be part of this enterprise.
3. Click Save.

Add a Region

1. Click + Add in the Regions card.
2. Enter a region name.
3. Select the businesses that belong to this region.
4. Click Save.

Edit or Delete a Region

• Click the Pen icon on a region row to rename or change its business list.
• Use the delete action on the region row to remove it. Removing a region does not delete the businesses inside it.

Assign Managers to Regions

Manager assignments live in Users & Access. When you add or edit a Manager, pick one or more regions to scope their access.

Related

• Users & Access — assign Managers to one or more regions.
• Settings — enterprise-wide logo, address, and access overview.