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2. How do I add people to a location or set a person's location?

Adding people to a location2:06

"How do I add people to a location or set a person's location?"

There's three ways to add people to a location.

To add lots of people to a location, all in one go:

  1. First, select the location on: MenuLocations
  2. Once it's open, scroll down and tap: Add people
  3. Once it slides out on the right, tap each person you want to add.
  4. Then tap: Save
  5. And finally, now you'll see the people you selected are all added to the location.

To set only one person's location:

  1. First, select the person on: MenuPeople
  2. Then tap: SettingsLocation
  3. Next, select the location you'd like to set for the person.
  4. Then tap: Save
  5. And finally, the location for the person is now set.

To set a person's location from an org chart:

  1. First, open your org on: MenuOrgs
  2. Then tap: Org chartsLocation
  3. Once it slides out on the right, you'll see a visual map of everybody grouped by their location.
  4. On each person, you'll see a "Change location" link. Tap the link to change location for an existing person.
  5. Alternatively, when you scroll to the bottom, you may see the heading: "People with no location"
  6. If you tap the "Set location" link on one of the people, you can select a location for them.
  7. Now, once it's saved, you'll see that the person's been moved out of the "People with no location" list.
  8. And finally, the person's been moved under the location you selected.

Keep in mind that:

  • Only people who've got "Full org admin" permissions can add or move people between locations.

And that's it! That's everything you need to know about adding a person to a location!

Updated: Thu, Oct 19, 2023.

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www.1st.money/help/General/Locations/2._How_do_I_add_people_to_a_location_or_set_a_person's_location