Create Regions

Quick answer: Select Locations in the left navigation, then Create in the top-right corner, and choose Create Region. Give the region a name and save it. Then add locations to it by editing each location and selecting the region. Regions group your locations so you can report on, assign content to, and move between them together. You need the Full Administrator or Regional Manager permission level.

What regions are for

Regions group locations together, which is especially useful if you run several sites. You can set them up however suits your business, for example by:

• Geographic area, such as state, city, or country.

• The area or regional manager responsible.

• Any other grouping that makes reporting and navigation easier.

Once locations are in a region, you can pull reports for every location in that region at once, and assign region-based content in bulk.

Create a region

1. Log in to Operandio and select Locations in the left navigation.

2. Select Create in the top-right corner.

3. Select Create Region.

4. Enter a name for the region and save it.

Add locations to a region

You can choose a region when creating a new location. To add an existing location:

1. In Locations, click the three dots on the location card and select Edit.

2. On the Details tab, select the region.

3. Select Save.

Repeat this for each location you want in the region.