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Please find attached below the topics discussed on this page:

Table of Contents
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What is the

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User Locations section about?

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In the User Locations section, users can create as many locations as they need to use when setting up the CRM users' profile in the Branches & Permissions>Users.

Where the User Locations section is located?

  1. Log into CRM and go to the left-side menu

  2. Scroll down and click on Branches & Permissions

  3. And then on User Locations.

How

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to create a new User Locations

  1. Click on the + Create New button

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  2. Add the name of the location

  3. Click on the Save button

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  4. Once created, all locations will be listed on the User Locations main page (see the below example)

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How to edit a User Locations

  1. Click on the Edit button

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  2. Update the details and click on the Save button

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