FAQ: Creating and Setting Up New Locations in Operandio
FAQ: Creating and Setting Up New Locations in Operandio
This guide answers common questions about creating and setting up new locations in Operandio, helping you get started efficiently.
Why can’t I see a new location?
If a new location isn’t visible:
Ensure that the location has been assigned to the relevant users.
Assignment can be done in the People View:
- Edit individual staff and assign them to the new location.
- Or use bulk actions in the top-right corner → Add Location to assign multiple staff to the new location at once.
Only users assigned to the location will be able to see it in the platform.
Billing
Adding a new location will impact your next billing cycle.
- A clear warning will appear when creating a location.
- If you have any questions about billing or timing, contact your account manager before proceeding.
This ensures you are aware of any changes to your next invoice.
When should I add a new location?
The timing for adding a new location depends on the preparation work required, such as:
- Creating new lists or content
- Adding users
- Training staff on the platform
Typical scenarios:
- Locations following existing processes (e.g., QSRs or franchise locations):
- Minimal content creation is needed.
- You can create the location, invite staff, and complete training in 2–4 weeks.
- Locations requiring significant setup (new concepts):
- More time is needed to create content and configure workflows.
- The location should be activated earlier to allow enough time for setup to be completed before going live.
Planning the setup based on the type of location helps ensure a smooth onboarding process for staff and a successful launch.