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Regions

A region is a named group of locations inside your enterprise, such as “North Bay” or “Airport stores.” Use regions to organize a long location list and to note which regions each enterprise user covers.

Regions live in the Regions card on the enterprise page. Both Owners and Managers can add, edit, and delete regions.

Before you start

A region can only hold businesses that are already in the enterprise. Add them first in the Locations card.

The regions table

The number in the card title is the region count.

ColumnWhat it shows
NameThe region name.
DescriptionThe optional description.
LocationsThe businesses in the region, or None if it has none.

When the enterprise has no regions, the card shows No regions.

Add a region

  1. Click Add Region in the card header.
  2. Enter the Region name. It’s required.
  3. Optionally, enter a Description (optional).
  4. Under Select locations:, check each business that belongs to the region.
  5. Click Save.

Save stays off until the region has a name. Click Cancel to close the form without saving.

A location can be in more than one region.

Edit a region

  1. Click the pencil icon on the region’s row. The row turns into the same form.
  2. Change the name, the description, or the checked locations.
  3. Click Save.

Delete a region

  1. Click the trash icon on the region’s row.
  2. Confirm Delete this region?.

Deleting a region doesn’t remove its businesses from the enterprise.

After you delete a region, check the Regions column in the Access card. Edit any user who was restricted to the deleted region.

Regions and enterprise users

When you invite or edit a user in the Access card, you can check the regions that user covers. The Regions column then lists them. A user with no regions checked shows All.

The region list is a label for now. It doesn’t limit which cards, locations, or businesses that user can see.

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Users & AccessInfo & Locations