Working with Locations

This section assumes that you have already expanded the Administration menu item to display related functions, including the Location menu item. See the following screen capture.

A customer location normally includes one or more sites, one or more departments, and one or more billing units.

To work with sites, departments, and billing units, when you click on Administration > Locations, the Locations page is displayed, enabling the customer-user to define and administer sites, departments, and billing units within his or her company. See the following screen capture.

The Locations page consists of three panes that enable the user to work with individual sites, departments, and billing units:

  • The Sites pane. This pane displays all sites maintained by your company. You can define new sites, delete closed sites, and associate users and agents with individual sites.

  • The Departments pane. This pane displays all departments currently defined in your company. You can define new departments, delete departments that no longer exist, update information about a department, and assign or un-assign users to or from each department.

  • The Billing Units pane. This pane displays all billing units defined in your company. You can define new billing units, delete billing units that are no longer being used, update information about a billing units, and assign or un-assign users to or from each billing units.

This section includes the following topics: