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