How to Manage Location Floor Plans

Created by Ivy Thompson, Modified on Thu, 15 Jan at 1:32 PM by Ivy Thompson

Upload, organize, and maintain floor plans in the Location Profiler.

Admin: Full Access

Super User: Edit Only

Basic User: View Only

Group Manager: View & upload images & answer surveys



Add Floor Plans

  1. Open the Location profile and go to the Floor plans tab.

  2. Click Upload floorplans.

    • Supported formats: JPG, PNG, PDF

    • Max size: 15MB per file, up to 20 files per upload

  3. Click a file to edit metadata:

    • File Name: Rename

    • Tags: Add searchable tags

    • Description: Add notes

  4. Click Save.


Manage Existing Plans

  1. Use filters and sort options to locate plans:

    • Category: Filter by tags

    • Sort by: Last edited, Last added, Alphabetical

  2. Use More actions (three dots) or select multiple plans to:

    • Download

    • Replace

    • Delete

Bulk Selection

  1. Select checkboxes on multiple plans for batch actions.

  2. Use Deselect all to clear selections.


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