Configure Locations Settings (Beta)

Background

Using the Locations Settings page in the Locations tool, you can perform the following tasks:

  • Configure advanced location settings.

  • View permissions for the Locations tool users.

Note: To configure advanced settings, you require Admin-level permissions enabled on the project's Locations tool.

Things to Consider

Steps

Configure Advanced Location Settings

  1. Navigate to the project's Locations tool.
    The Locations page appears with the List View and Map panes.

  2. Click the gearIcons Settings Gearicon located at the top left side of the Locations page.
    The Locations Settings page appears. The Settings tab is selected by default.

  3. In the Locations Settings section, configure the following setting options:

    • Allow Locations to be created outside of the Locations tool and Locations Manager: This setting is mandatory. When this option is selected, you are able to create locations from any location field within the app without having to use the Locations tool or Locations Manager.

    • Include optional code: This setting is optional. When this option is selected, the optional code is used by Document Manager (available in select, non-US regions) to tag and name documents with a location. In addition, the Locations page displays the Code column in the Tree view or List view table.

  4. Click Back to navigate to the Locations page.

View Permissions

  1. Select the Permissions tab on the Locations Settings page.
    The Permissions table appears, displaying the user account names and their assigned permission rights.
    Note: You cannot edit any user details directly on the Locations Settings page.

  2. After viewing the user account details in the Permissions table, click Back to navigate to the Locations page.

  3. To edit any user details, click on the desired user account name under the Name column.
    The Project Directory page appears, allowing you to edit the selected user account details.
    Note: You can directly add new users and assign permissions in the Project Directory tool. See Create a User Account in the Project Directory.

See Also

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