Managing Locations

All users in the Revenue platform are assigned a “Location” value. Location values are used for organization purposes. These values are visible in the following locations:

User Settings pages

Team pages:

Select reports:

Default location

By default, Revenue users inherit a generic “Default” location when a new user account is created. If all or most of your users are centralized in a single location, then it is recommended that you adjust the “Default” location to reflect your actual location details. Follow these steps to change the “Default” location:

Step 1 - Log into the Admin Console

Step 2 - Click on “Account Details”

Step 3 - Scroll down to the “Locations” table

Step 4 - Click on the “Update” button in the “Default” row

Step 5 - Enter your location information and click Save

Step 6 - The “Default” location is updated to your custom location:

Step 7 - Now all users who previously had “Default” listed as their location now see the updated custom location value:

Adding a new Location

Step 1 - Log into the Admin Console

Step 2 - Click on “Account Details”

Step 3 - Scroll down to the “Locations” table

Step 4 - To add a new Location, click on the “add” button

Step 5 - Enter location details and click Save

Updating a Location

Step 1 - To update a Location, click the Update button in the row corresponding with the location you want to update

Step 2: Edit the fields on the modal window and click Save

Editing Locations for Individual Users

Some organizations have distributed workforces, and thus a single location does not suffice. These organizations can create multiple locations. For example:

To assign a location to an individual user, follow these steps:

Step 1 - Log into the Admin Console

Step 2 - Browse to the user settings page of the user you want to edit

Step 3 - Expand the “Location” dropdown to view options. Select a new Location for the user:

Step 4 - Click Save