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📍Manage Location

Overview

💡This section is only available to the Manager profile💡

The Manage Location section allows managers to organize, update, and configure all company locations within the system. A “location” typically represents a physical site

Within this section, users can:

  • Add new locations
  • Edit existing location details
  • Update location status (Active, Inactive)

This centralized section ensures that every location is correctly set up so that data, tasks, and reports flow smoothly throughout the system.

Why it matters

It ensures every site in your organization is properly set up and organized, allowing accurate tracking of activities, clear accountability, and reliable reporting.

Step-by-step actions

1 — Open the Management Module

From the left-side dashboard menu, click on the Management icon to access the available operational tools.


2 — Select “Manage a Location”

Within the Management module, choose the subsection Manage a Location.

This opens the page where all existing company locations are listed.

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3 — Modify an Existing Location

To update an active location, locate it in the list and click the green pen icon beside its name.

This allows you to edit its location name or status.

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4 — Delete an Existing Location

To delete a location, locate it in the list and click the red trash icon beside its name.

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5 — Create a New Location

To add a new site, click the purple “Create New Location” button located at the top left of the page.

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A form will appear where you can:

  • Enter the location name
  • Select the status (Active or Inactive)

Once completed, click Submit —your new location is now added to the system.

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