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Enterprise Regions
Updated over 2 months ago

About this feature: By creating a Region at the Enterprise level, you can group your organizations together to facilitate easier searching and reporting.

Add New Region

  1. Go to Accounts >> Regions

  2. Click the [+] button in the “Region” header (or click the [+ New Region] button)

  3. Enter a Region name (maximum 100 characters)

  4. Optional: Enter a description

  5. Click the [Save] button

Move Organizations to a Different Region

  1. Go to Accounts >> Regions

  2. Check the box beside the desired organization(s)

    • Mouse over the Options icon, to the left of an organization, to move only one

  3. Scroll to the bottom and select “Move to a New Region” from the “Change Selected” drop-down list

  4. Select the destination Region

  5. Click the [Move Organizations] button

Note: Organizations that are not part of a Region are placed at the bottom of the screen under the “Organizations Not in a Region” header.

Edit Regions

  1. Go to Accounts >> Regions

  2. Mouse over the Options icon beside the Region

  3. Click on “Edit”

  4. Make the changes desired

  5. Click the [Save] button

View/Print Regions

  1. Go to Accounts >> Regions

  2. Mouse over the Options icon beside the Region

  3. Click on “View”

  4. If desired, click on the [Print] icon in the top right-hand corner of the dialogue box

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