Please find attached below the topics discussed on this page:

What is the User Locations section about?

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 to create a new User Locations

1. Click on the + Create New button
   

   

2. Add the name of the location

3. Click on the Save button

   

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

   

How to edit a User Locations

1. Click on the Edit button

   

2. Update the details and click on the Save button