Learn to create Areas, assign Areas, and access your own assigned Areas.
A guide for those managing Areas.
Part 1 | Creating & Assigning Areas
1) Click the finger with the curved line icon in the lower right hand corner.
2) If your company has multiple offices, choose the appropriate office.
3) Draw a shape directly on the map. Click anywhere within the Area.
4) Click the plus icon in the upper right hand corner.
5) Click the user you want the Area to be assigned.
6) Once a check mark appears to the right of the selected user, click "Save" in the upper right hand corner.
7) The assigned User will appear now within the "Current" menu. If the user becomes unassigned from the Area, they will appear in the "Past" menu within this screen.
Note: while Areas may be "deleted" by clicking the trash can icon, we do not recommend Areas get deleted if they were worked. This allows companies to create strategic Area management.
8) Once the Area is assigned, it will appear in the User's assigned color.
Part 2 | Accessing your own Assigned Areas
1) Click the map icon in the upper right hand corner.
2) Click the arrows to the left or right of "Area #/#" - the #/# indicates which Area of how many areas are being viewed.
Note: you have the option of clicking the words "Area #/#" to access that Area if it's not already highlighted on the screen.
3) When you are directed to your Area, it will be highlighted in your assigned color.
4) To turn off the Area color, toggle the "My Area" to the left. Any leads (including DataGrid) will remain within the Area.
Part 3 | Area Filters
1) Click the signal icon in the upper right hand corner. This is your "Filters" menu. Click the arrow to the left of "Areas" to populate a drop down menu after verifying the toggle is swiped right.
Note: you will be able to see your own Areas in the app regardless of what the filters are set to; the Areas filters controls what Areas are viewed by others within the company dependent on the Roles & Permissions Settings.
2) You will have two variants within the submenu: # of Users selected and timeframe.
Click the Date Range's "From" and "To" date to enter specific date ranges, or select a "Quick Date" by clicking on the word "Today."
3) When you use the "Quick Date" by clicking the word "Today," the menu will populate options for Quick Date ranges.
Once you "X" out of the menu in the upper left hand corner, the map will populate the applicable Areas within the parameters set.