2.4 - Define Regions

The next step is to define regions and categorize each location into a region.  This allows you to run reports for specific regions and restrict users to viewing the data from their region.

Notes:  

• If you do not want to categorize your locations into regions, click here to proceed with the next step of the setup.

• You must complete this step on the server where you have the Central Office database located.

1. Open a web browser and access http://localhost/millenniumco.

The Central Office Login page displays.

2. Type the login credentials for the administrator account and press Enter.
3. Select Maintenance > Regions.

The Regions page displays.

4. Complete the following to define each region:

1. Click New.

2. In the Region field, type the name of the region.

3. In the Manager field, type the name of the manager responsible for the region.

4. Select the location(s) to include in the region.

5. Click Save.

5. Click here to proceed with the next step of the setup.

related links

2.5 - Configure Security Settings