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Locations visibility in Licenses and Org Chart

This article will explain how an admin can add a new location to their workspace. Additionally, the locations can be linked to an entity and its associated licenses, as it includes the branch point of contact and the licenses linked to that location.

Adding a Location

Follow the step-by-step instructions below to add a new location:

Step 1: On the main entity table, click on "Location Table";

 

 

Step 2: Click on "Add New" and select "Add a Location";

 

Step 3: Complete all required and desired fields for the new location, then click "Save";

 

 

Step 4: The new location will now appear in the main location table. There are also filters and tags available to streamline your search.

 

 

 

Linking a Location to a License

You are able to link a license to a location, which will be displayed under the location itself. Additionally, the location will be visible on the license details for quick reference.

  • Location View:

 

  • License Module View:

 

Additional Visibility of Locations

A location is also visible on the organizational chart when attached to an entity. To see it, enable the "Locations" option in the view settings.

 

Additionally, selecting a specific entity and choosing the "List" view on the “Org Chart” tab will display the location linked to that entity.

 
 
Need Help?
If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.