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Manage Departments and Locations

Overview: 

Managing departments and locations allows you to organize your business structure by grouping teams and defining physical or operational locations. This helps streamline operations, assign responsibilities, and manage resources efficiently across different areas of your business.

Follow these steps to manage departments and locations:
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: Click on the User dropdown menu to proceed.

Step 2: Click on the User dropdown menu to proceed.

Step 3: From the dropdown menu, click “Settings” to navigate.

Step 3: From the dropdown menu, click “Settings” to navigate.

Step 4: You will then be navigated to the Settings page.

Step 4: You will then be navigated to the Settings page.

Step 5: Click on Business Profile.

Step 5: Click on Business Profile.

Step 6: You will be taken to the Business Profile.

Step 6: You will be taken to the Business Profile.

Step 7: Scroll down to the Settings section below, where you can manage and set your default department and locations.

Step 7: Scroll down to the Settings section below, where you can manage and set your default department and locations.

Step 8: Click the “Set Default” icon to set a Department or Location as the default.

Step 8: Click the “Set Default” icon to set a Department or Locations as the default.

Step 9: Use the Actions section to edit or delete an existing Department or Location.

Step 9: Use the Actions section to edit or delete an existing Department or Locations.

Step 10: To create a new Department or Location, click the “Add Department” or “Add Location” button. You will be prompted to enter the Department or Location title, then click “Save” to apply the changes.

Step 10: To create a new Department or Location, click the “Add Department” or “Add Location” button. You will be prompted to enter the Department or Location title, then click “Save” to apply the changes.

Step 11: Once all is set, click “Save” to proceed.

Step 11: Once all is set, click “Save” to proceed.

Step 12: You will see a pop-up notification confirming that the business changes have been saved successfully.

Step 12: You will see a pop-up notification confirming that the business changes have been saved successfully.

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