How to Create Locations

Created by Ivy Thompson, Modified on Thu, 22 Jan at 12:45 PM by Ivy Thompson

This process adds a single new site to the system manually.

Admin: Full Access
Super User: Edit Data Only
Basic User: View Only

  1. Navigate to Location Profiler.

  2. Click + Create new location (top-right corner).

  3. Enter Location Name and Location Number.

  4. Click Save. A confirmation toast will appear: “You have successfully created a new location.”

You will be redirected to the Overview tab to complete the profile with address, organizational tags, and other core data.

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