Managing Locations

Introduction

The Locations feature in the Workforce Experience Platform (WXP) allows you to store multiple delivery addresses to support accurate and efficient shipments of devices and materials to offices, warehouses, or remote teams.

This article provides a step-by-step guide to:

• Add new locations
• Update locations
• Delete locations

Adding a Location

As your organization grows, you may need to add new locations to ship devices, materials, and services.

To add a new address:

1. Log in to WXP. The Home page is displayed.
2. From the left menu of the platform, click Settings > Locations. The Locations tab is displayed, showing existing addresses along with an option to Add new addresses.
3. Click Add. A dialog box titled Add Location is displayed.
4. Enter the Shipping Details:
   • Country
   • Address Line 1
   • (Optional) Address Line 2
   • City
   • State or Province
   • Zip Code
5. Click Next.
6. Enter the Primary Contact Details:
   • First Name
   • Last Name
   • Email
   • Phone Number
7. (Optional) Enter Delivery Instructions. For example, "Leave at the security cabin."
8. (Optional) Select the checkbox Default Location to set this address as the primary address.
9. Review the information for accuracy and click Add. A popup appears in the bottom-right corner with a success or failure message.

The newly added address is displayed in the Locations tab.

Updating a Location

Updating an existing location ensures that shipping and service information is up to date.

To update an existing address:

1. From the left menu of WXP, click Settings > Locations. The Locations tab is displayed, showing existing addresses along with a pencil icon to edit.
2. Hover your mouse over the address you want to delete. An icon with three dots is displayed on the far right.
3. Click the three-dot icon. Two options are displayed: Edit and Delete.
4. Click Edit. A dialog box titled Edit Location is displayed.
5. Make the necessary changes, and click Update to save the changes. A popup is displayed with a success or failure message.

When the update is successful, the updated address is displayed in the locations list.

Deleting a Location

Deleting an unused or redundant location ensures the list is current.

To delete an existing address:

1. From the left menu of WXP, click Settings > Locations. The Locations tab is displayed, showing existing addresses along with a pencil icon to edit.
2. Hover your mouse over the address you want to update. An icon with three dots is displayed on the far right.
3. Click the three-dot icon. Two options are displayed: Edit and Delete.
4. Click Delete. A dialog box titled Delete Location is displayed, along with a confirmation message - "Are you sure you want to delete <location street name> from your company locations?"
5. Click Delete to confirm the action. A popup is displayed with a success or failure message.

The deleted address is removed from the Locations list.

Related Resources

For additional information, refer to the following articles:

• Overview of Settings
• Overview of Locations Management
• Overview of Role Management
• Overview of Account Management

Contact Us

For any assistance, create a support case or email [email protected].