Create regions
Regions allow you to create geographical groups of office locations.
For example, you might create regions like “North America”, “Europe”, and “Asia Pacific” to organize your offices by geography. When you create office locations, you can assign each one to a region, making it easier to see where your teams are distributed.
Every organization starts with a Global region. Locations belong to the Global region by default until you assign them to a specific region. The Global region cannot be removed.
Prerequisites
- You have the required permissions (see above)
Instructions
Click the Settings icon in the left sidebar, then select Locations under ORG STRUCTURE. Click Edit regions.
Step 1: Add a new region
- Click Add another region.
- A new region row appears with an empty text field.
Step 2: Enter the region name
- Enter the region name in the REGION field.
- The name must be unique across all regions.
Step 3: Save your changes
- Click Save changes.
The region is created and available when creating or updating office locations.
Troubleshooting
| Issue | Solution |
|---|---|
| Save changes button is disabled | Ensure the region name is not empty and is unique. |
| Cannot remove Global region | The Global region is required and cannot be removed. |