Regions

Regions and Districts go hand-in-hand. In order to create a District, you first need a Region to associate it with. 

Creating a Region

Step 1) Navigate to Admin>Selectables>Regions.
Step 2) Select the plus sign (+) in the top right hand corner. 
Step 3) Add a Region Name. 
Step 4) Add the Region Identifier if necessary. 
Step 5) Select the Owner (client) of the Region. 
Step 6) If you have an existing Region, you may already be able to select a Regional Manager. If this is your first Region, or you do not have any existing Regional Managers, leave this blank for now. 
Step 7) Select the Save icon in the top right-hand corner. 

Creating Regional Manager Users

Step 1) Once your Region is created, you will be on the Overview screen of the region. Select the Users tab. 
Step 2) Select the plus sign (+) in the top right hand corner. 
Step 3) Fill in all required information for the user. Make the permission group = Regional Manager. 
Step 4) Select Save. 

Adding Regional Managers to a Region

Step 1) After completing the above steps, navigate back to the Overview screen on your Region. 
Step 2) On the Regional Manager field, select your desired Regional Manager User. 
Step 3) Select Save in the top right-hand corner. 

Deleting Regions

Regions can only be deleted if there are no non-deleted districts, no facility managers, and no reference from any of the markups, product pricings, budgets, or default tables. If the region that should be deleted is associated to any of those objects, the association must be removed. 

Step 1) On the navigation panel, select Administration>Selectables>Regions. Select the region that should be deleted from the Regions grid. 

Step 2) Select the trash icon to delete the region. 

Step 3) A pop-up will appear, select 'Proceed' after verifying this is the correct region to delete.