Regions

Regions allow you to segment out your communities into named groups for custom reporting.

Creating Regions


  1. Click Admin on the left menu.
    Admin_Button.png
  2. Click Region on the left Admin menu.
    region_button.png
  3. Enter a name for your region in the Region Name field and click the blue + Add button.new_region_area.png
  4. You will now have a new region to add communities to!
    new_region.png

Add communities to a region


  1. Click the grey None selected button. This will bring up a drop down with all of your company's communities.
    community_name_drop_down.png
  2. Click the checkbox to the left of each community name to add them to the specified region.
    region_community_drop_down_check_boxes.png

    💡 If you have a large number of communities, use the Search field to quickly locate a community.

  3. Click the grey button again or outside of the community list to save your selection. You will now see your communities added to the region.
    new_region_with_communities_added.png

 Note: A Community can only exist in one region.

Deleting and renaming a region


  1. In the upper right corner of the region, click the red Delete button.
    delete_region_button.png

  In order to rename a region, you must delete and re-create the region.

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