Areas

Why do I need to add areas?

You don't, however you may want to if you have many branches and it would help to group them in to geographical areas that match your own internal reporting structures; And/or: If you have an Area Manager it may be useful to group select branches together into an area. This means you can add and assign an Area Manager. Otherwise you will only be able to add an Area Manager on a branch by branch basis.

I've already added a few branches but now I want to group them into an area. How can I do that?

No problem. All you need to do is select Create Area, give the area a name and multi-select which 'unassigned' branches you want to assign to this area.

This is all done via the Control Panel.

This is only available if you have Account Administrator access level.