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Assign regions, area managers, and operations managers to sites

In this article, we explain how to assign regions, area managers, and operations managers to sites.

Donna Parker avatar
Written by Donna Parker
Updated over a month ago

Learn how to assign each site to a region, area manager, or operations manager to enable filtering in compliance reports. Updating these details allows sites to be grouped correctly for reporting.
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To add or amend a site's region, Area Manager, or Ops Manager, follow the steps below;

  1. Sign in to the Admin Tool.

  2. Click Sites.

  3. Click on a site name you want to amend.

  4. From the list of sites, click the one you want to amend.

  5. Scroll down to Site Details.

  6. In the box next to either Region, Area Manager, or Ops Manager, type in the required name.

  7. Click Save.

πŸ“ŒNote: Allow 2 hours for changes to reflect on stats and reports.

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