1.4 Setup Locations

Once you’ve setup your job categories, Locations and/or Clients must be added. It is mandatory to select either a Location or Client for your job.

To add locations, navigate to the Locations option from the Admin menu.

Step 1: Select the +Add button in the top right corner:

Step 2: The pop-up will be displayed on the right side of the page, complete the details to add a new location (select the different tabs at the top to complete all the fields):

Account Owner / Responsibility – the user responsible for the Location/Client
Link users as Stakeholders for a location

Step 3: Select the Save button to Add the new location

OR Select the Cancel button to close the modal, then the item will not be added.

Locations will be listed on the page:

To manage existing location, see https://www.flowlanes.co.za/knowledge-base/locations/