Configuring Regions

 

Organizations with branches across the globe in different geographic locations can configure the locations of their branch under Regions. To access the configuration,

1. Click the Admin tab in the header pane to open the configuration list view page.

2. Click Regions icon  under Organizational Details block. The region list view page opens from where you can add, edit and delete a region.

 

Adding Region

1. Click Add New Region link.

2. Specify the Region Name where you have your branch operations set up. This field is mandatory.

3. Specify relevant information about the operations in the above-mentioned region in the Description field.

4. Save the details. The newly added region is listed in the Region list view page. Click Save and add new button to save the region and add another region. Clicking on Cancel takes you back to the list view.

 

Editing Region

1. Click the Edit icon beside the region to edit. Alternatively, you can also click on the Region name.

2. Edit the details and save the changes.

 

Delete Region

1. Click the Delete icon beside the region name.

2. A confirmation message appears. Click Ok to proceed. The region name is deleted from the list.