How to Manage Locations? Follow
Using the Locations Feature in AutyFi
To effectively manage and use the Locations feature in AutyFi, follow these steps:
Accessing Locations
Log in to your AutyFi account. Locate and click the profile icon in the top right corner of the main screen. From the dropdown menu, select "Organization." Click the "Locations" tab on the Organization settings page to access the Locations feature.
Managing Locations
- Search Locations: Use the search bar at the top to find specific locations quickly.
- View Location Details: The page displays detailed information for each location, including ID, Location Name, Opening Date, Country, Street, City, and State.
- Options Menu: Click the gear icon on the right side of the screen to access additional options such as "Add New," "Bulk Setup," and "Export."
Using Location Options
- Add New Location: Select "Add New" from the gear icon menu to open a form to enter details for a new location. Fill in the required information, such as the location name, opening date, country, street, city, and state.
- Bulk Setup: Choose "Bulk Setup" to update multiple locations simultaneously. This is useful for making widespread changes quickly.
- Export Locations: Click "Export" to download a file containing all location data. This helps back up or share with team members.
By following these steps, you can efficiently manage your organizational locations within AutyFi, ensuring all location information is accurate and up-to-date.
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