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How to manage locations?

  • Updated

Here is how to add locations to user-accounts.

Once you add locations, you'd be able to filter reports by locations, such as Denver or NY. Check the bottom of the page for reports filtered by location.

Scene_1.png

 

Let's look at how you can add locations to your learning portal, and assign a location to your users.

Step 1: Adding locations to your learning portal

  1. Visit Locations under the Team tab in the side menuSelect_location.png

  2. Click Add Location in the top-right corner of the screen

    Click_add_location.png

  3. Add the location, and click SaveAdd_location.png

Step 2: Adding location to users             

  1. Visit Users under the Team tab in the side menu
  2. Select the usersSelect_users.png

  3. Click the Actions dropdown, and scroll down to Bulk Department/Location Updateclick_bulk_department_update.png

     

  4. Click Bulk Department/Location Update. The learning portal would ask to confirm your actions. Click confirm to proceed.

    You should see the screen as shown below. This is the Change department/location tab.

  5. Select the location from the dropdown
  6. Click Change Department/LocationSave_location_for_users.png

 

Here’s how you can filter your reports by employee location(s).

1. Non-compliant users report

Report_sample_1.png

2. User-details reportReport_sample_2.png