Member Location
An organization may have different entities or branches located at various locations around the world. In the Collaborate Analyst Portal, you can create and manage the necessary locations to send alerts tailored to a specific location or region to members. Members can update and share their location details from their Profile Settings on the Member Portal.
Add Location
You can add or create new locations and map them to members to send alerts to recipients based on their location.
Before you Start
Ensure that you have the View and Create or Update permissions for the Locations feature.
Steps
To add a new member location, follow these steps:
Sign in to the Analyst Portal.
Go to Administration > Settings > Member Settings > Location and click Create.
Select a country, state, and city from the drop-down for the location details. If you have permission to add custom locations, type the location name and click Create.
Note
To get permission to add custom locations, contact your Collaborate administrator.
Add a site address to mention a physical location.
Turn on the Active toggle to make the location available for use.
Click Create to add the new location. This location is now available while adding or updating member details in User Management.
Note
You cannot disable a location if it has active users. Before you disable a location, move all users associated with it to other locations.
Manage Member Locations
You can add multiple members to a specific location using the bulk update feature. Additionally, you can import member locations in .csv format.
To bulk update member locations, select Bulk Update and use the following information:
Select the source location and destination location.
Select the members from the source location list and move them to the destination. This will update the member locations.
To import a file with member locations in CSV format, click Import CSV. You can either drag and drop the file or browse to select it from your computer.
Alternatively, click Full Version to see a sample file.