Manage Locations
Manage Locations
Create Location
To create a location, navigate to Cohort Locations and then select the Create button. Fill in the location information:
Location Details
Name. The name of the location.
Unique Code. A unique code for the location, if none provide one will be generated for you.
Type. The location type such as Branch, Retail, Warehousewarehouse, and Headquarters.
Building Name (Optional). The name of the building if applicable.
Location Address (Optional). The address, country, city, suburb, and postcode.
Pro Tip If you plan on targeting users by country, city, or suburb. We recommend at least providing these details in the location.
Update/Remove Location
To update or remove a location select the options icon on the location and select:
Update. Allows you to edit the location information such as name, address, and code.
Remove. Will remove the location and related user assignments to that location.
Assigning Users
Once a location has been created, you can assign users to the location by their role and section. Select the location you want to assign users, then select the plus (+) icon. Provide the following information:
Account Details. The email and/or mobile number of the user.
Profile Details. The first and last name of the user.
Roles & Sections. Assign the user's role to the corresponding sections.
Update/Remove User Assignment
To update or remove a user assignment from a location, select the options icon on the user and select:
Update. Allows you to edit the user's Account, Profile, and Role & Sections. If the user is active Account and Profile edits are disabled. If you need to edit the active user's Account and Profile see Manage Users.
Remove from Section. Will only remove the user from the assigned section.
Remove from Location. Will remove the user from all assigned sections.
Searching Locations & Users
Depending on what you are looking for you will be able to search for locations or users at locations in various ways.
Finding Locations You can search locations by name, location type, country, and region. To do so, simply navigate to Cohort Locations and type in/select the various search options.
Finding Users You can search for users in Cohort Users or by searching Cohort Locations by role, user email, and user name as a keyword. While searching in Cohort/Users will return a list of users, searching for users in Cohort/Locations will return a list of locations the user(s) are assigned to.
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