How to configure, add and setup new locations on a multi-location Business or Enterprise plan
🏳️ Available for Business and Enterprise
Once subscribed to a multi-location Business or Enterprise plan, new locations can be added and managed from within your SwipedOn web dashboard. See the below steps to add a new location and device to the SwipedOn account.
Adding a new location
-
Navigate to the 'Locations & Devices' view within the SwipedOn web dashboard and click on the 'Groups' tab.
-
To the left, under the 'Single Locations' view, click on the 'Add Location' button.
-
Enter the name of this location and what location settings will be applied to the newly created location.
-
Set an address, and this will automatically set the timezone for this location based on the address. Finally, click on the 'Add' button to apply the new location.
Linking a device
-
Navigate to the 'Locations & Devices' view on the left-hand side of the menu and click on the 'Devices' tab.
-
Towards the top right corner, click on the 'Add Device' button.
-
Enter the name of the device and select the location it will be associated with.
-
Click on the 'Add New Device' button to generate a new device ID that will show listed below the location it has been assigned to.
- Install the SwipedOn iOS app or Android app on the iPad or tablet and enter the unique device ID to sync the app to the web dashboard.
Upload Employees to the new Location
-
Click on the 'Employees' view and navigate to the 'Directory' tab.
-
Filter the view so that only the new location is visible by clicking on the 'All Locations' drop-down box and selecting the location these employees will be added against.
- Click on the 'Add Employee' button to add employees one at a time. Alternatively, click on the drop-down arrow to the right of this button and select from the 'Import CSV' or 'Directory Integrations' options.
