Manage Locations for Multi-Location Accounts

After your request to have Locations added is processed, you will be able to manage a variety of settings for those locations within your Corporate Admin account. This guide will review how to access those settings and the setting options.

How to Edit Location Settings

  1. Go to Account Settings

  2. Select My Account, then choose Manage Account from the drop-down menu.

    SET_ACCT_MANAGE_MRK.png
  3. Select All Locations in the left-hand menu.

  4. Check the box next to the desired Location and click the Edit Location button.

    ACCT_LOCATION_EDIT_MRK.png
  5. Make the desired changes in the Location Editor pop-up.

    ACCT_LOCATION_EDIT_FS.png
  6. Click Save before closing the pop-up window.

Changes to a user's permissions will take effect the next time they log in to their account. Those users may gain or lose access to some tabs or buttons, so be sure to alert them!

Available Location Settings

Setting Group

Description

General Settings

  • Location Settings for ID, Name, and Region information

  • Purchase Settings to Add Location Funds and Supplies

  • Print Settings to require Location Cost Codes and Per-Print Maximum Cost

  • Report Settings to allow Location to view reports

Carriers

Add, Edit, and Remove Carriers

Manage Users

Add, Edit, and Remove Users

Ship From Address

The name and address registered with your letter and package carriers.

Keep Ship From Address Current

Anytime you change names or move to a new physical location, you should update your Ship From Address.

Cost Codes

Add, Edit, and Remove Cost Codes

Default Payment

Contact Information

Main Contact Information for the Account

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