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How To Add & Use Regions

  1. Go to the left menu and select Regions
    Screenshot 2026-08-13 at 11.53.15 AM
  2. Add a new Region
    Screenshot 2026-08-13 at 11.54.43 AM
  3. Go to edit a Site and add Region to the Site. Click here to see how to edit a Site. 
    Screenshot 2026-08-13 at 11.56.02 AM
  4. When you update a Team Member and assign them to a Region, they’ll only be able to view Sites and Work Order data for that Region. Click here to see how to edit a Team Member
    Screenshot 2026-08-13 at 11.59.53 AM