Add a new location

Learn how to add a new location to an existing account. You'll need the Administrator user role to add a new location. Your Account Holder will also need to confirm the pricing plan for the new location.  

If you already have an account and location set up, you can add additional locations from the locations screen.  Any new locations will need to be signed up to a pricing plan

To add a new location:

  1. Go to Tools > Locations.
  2. Click Add New Location.

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  3. Click Continue to confirm.

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  4. Add the location name. This is the name that your organization uses when referring to the location, e.g. head office, call center.
  5. Select the country it is located in.
  6. Enter the physical address. 
  7. Enter the postcode or ZIP code. This is a series of letters and/or digits appended to a postal address to sort mail.
  8. Enter the main contact phone number.
  9. (Optional) Add an external ID.
  10. Select the time zone. The time is recorded for a lot of activities in WhosOnLocation so setting the correct time zone is essential for accurate record keeping.
  11. Choose a date format: mm/dd/yyyy or dd/mm/yyyy. 
  12. Choose a time format: 24 hour or AM/PM format. 
  13. (Optional) Select a location group. Assigning locations to groups makes it easier to find locations when you have a lot of locations set up. You can also use groups when running the People Presence report. 
  14. Select a primary function. This field is used by WhosOnLocation to gain a greater understanding of where our service is being used. If this location serves multiple functions select Mixed Functions.
  15. (Optional) Add a location description.
  16. Click Save.

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The Account Owner will receive an email letting them know a new location has been added to your account. They will need to confirm the pricing plan for the new location. 

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