Regions

Add New / View / Edit / Move Organization

What Is Region

A Region is a group of regional/departmental accounts within your Enterprise. By creating a Region at the enterprise level, you can group your organizations together to facilitate easier searching and reporting.

Add New Region

  1. Go to: Configuration >> Regions
  2. Click the [+] button in the “Region” header (or click the [+ New Region] button)
  3. Enter a Region name (maximum 100 characters)
  4. Optional: Enter a description
  5. Click the [Save] button

View / Print

  1. Go to: Configuration >> Regions
  2. Hover over the Options icon beside the Region
  3. Click on “View”

Edit

  1. Go to: Configuration >> Regions
  2. Hover over the Options icon beside the Region
  3. Click on “Edit”

Move Organization to a Different Region

  1. Go to: Configuration >> Regions
  2. Check the box beside the desired organization(s)
  3. Scroll to the bottom and select “Move Organizations” from the “Update Organization’s Region” drop-down list
  4. Select the destination Region
  5. Click the [Move Organizations] button

NOTE

Organizations that are not part of Region are placed at the bottom of the screen under the “Organizations Not in a Region” header.

Other Tutorials Related to Accout Groupings

Security Groups

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