Businesses with multiple locations
Keep location, team and service context visible as operations grow.
A practical workflow
- 1Map locations and services
- 2Assign people and availability
- 3Review location-level activity
Working areas to assess
- Multiple locations
- Roles and approvals
- Operational settings
Questions before you configure
What should be mapped separately for each location?
Map locations and services
How do we assign availability without losing location context?
Map locations and services; Assign people and availability; Review location-level activity.
Which decisions need an approval across locations?
Multiple locations, Roles and approvals, Operational settings
What should be checked before changing a shared operating setting?
Supported scope, account configuration and region are confirmed during onboarding.


