Setting Up your Company Locations

If you operate out of more than one physical office or have independently operating branches of your company, this article is for you.  One way to keep track of where your investigators are located and where your cases are being worked is through your company locations.

Initially, your system will come with one Main Location.  You can rename this or add additional locations as you please.  You must have one "primary" location at all times, which will serve as the default location throughout the system.  You can change your primary location at any time.

To create a new location; click the Settings tab and then the Company Locations link.

Once a new company location is created, you will be able to assign your staff to this location by creating or editing their user profiles.  You will also be able to choose it as the designated company location when editing or creating a new case.

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