Managing the Location Hierarchy

This article is for Administrators, aimed at providing an overview of the general usage of the Locations tool from their perspective. This includes navigation through the different levels, and the process of creating countries, areas, and locations.

World Level

Although Administrators collectively have the unique ability to create various regions in the platform, World Managers have one extra management view to allow for the creation and management of Countries.

Country Management

This view is only accessible to World Managers when at World level (see Access Levels for more information), and entering the Locations tool from World level will provide access to only this view.

Example of Country Management view

From here, you are able to create countries using the New Country button, edit existing countries, and delete countries. See Creating a Country for information about the various settings available when creating or editing a country.

Attention: Deleting a country requires the deletion of all content that resides in the country. As deletions are irreversible, it is highly recommended that undesired countries become archived instead.

National Level

This level of access is available to National Managers, and World Managers when a country has been selected. 

Area Management

This is the view that is immediately presented upon entering the Locations tool, showing a list of all areas inside the current country.

Example of Area Management view

From here, you are able to create areas and locations using the New Area and New Location buttons respectively, edit existing areas, and delete areas. See Creating an Area and Creating a Location for more information. 

Here you will also find a button, Custom Fields, which will allow you to create additional fields to better describe your locations. See Custom Fields for more information.

Clicking on the name of an area here will expand it, providing you a view with which you can manage the locations inside that area.

Location Management

Almost identical in feel, this can be considered a subview of the area management view described above.

Example of Location Management view

It has all the same functionality described there, such as the ability to create areas and locations, but also shows the locations inside of the selected area. Clicking on the name of a location here will allow you to make changes to the details of that location.

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