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Manage Locations

After the basic environment setup, locations must first be added.

Manual Addition​

The administrator can add locations one by one using the plus button in the toolbar.

Adding Locations via CSV File​

Locations can be uploaded via a CSV list. The list must have 5 columns for Location Code, Name, Address, Postal Code, and City. The list may not contain column headers.

Edit Location​

The location can be edited by clicking "Edit" under Actions.

Delete Location​

The location can be deleted by clicking "Delete Location" under Actions.

Adding Departments​

Within each location, departments can be created. These departments appear in the sharing window when sharing assistants with colleagues. This allows colleagues to be easily grouped and shared with by department.

Benefits of Departments​

  • Organize colleagues by team or function
  • Quick and efficient assistant sharing
  • Clear overview of who has access
  • Maintain organizational structure in the system

Customizing Logo and Font​

For each location, you can customize the logo and font that will be used for document exports. This ensures that generated documents match the corporate identity of the specific location.

Upload a logo image that will be displayed in exports from this location. Supported formats are PNG, JPG, and SVG.

Setting a Custom Font​

Select a font that will be used for text in exports. This helps maintain consistency with your organization's brand guidelines.