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Manage Locations

Effortlessly manage locations for streamlined organization. Optimize administrative tasks for enhanced efficiency.

Updated over 8 months ago

If your organization has multiple locations, you may need to manage location information. Locations can be used for user profile, workflow approval etc.

You can manage locational information through:

Firstly, login to Yeeflow with the system admin account, then go to the Admin center. From the left navigation panel click to expand the "Organization", and click "Locations":

Existing locations are listed on this page

1. Create new location

Click "+ New Location" button from top-right to open the new location window:

  • Location Name: the name of this location

  • Code: the unique code of this location (eg. CA_01, 30220 etc.), this code will be used as the unique key when bulk upload locations by importing from excel file.

  • Principal: the principal of this location, like the office head. This user might be usedwhen you design your workflow with workflow designer, like getting a location's manager of the current applicant etc.

2. Edit location

To edit the settings of an existing location, find thelocation from the list, and click the more settings button. Then, from the pop-up menu list, click "Edit", and make changes from the pop-up window.

3. Delete location

To delete an existing location, find thelocation from the list, and click the more settings button. Then, from the pop-up menu list, click "Delete".


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