Member Location
An organization may have different entities or branches located at various locations around the world. The CSAP Analyst Portal allows you to create and manage the required number of locations to send alerts specific to a location or region to members. Members can update and share their location details from in Profile Settings of the Member Portal.
Add Location
You can add or create new locations and map them to members. Additionally, you can also send alerts to recipients based on their location.
Before you Start
You must have the View and Create/Update permissions for the Locations feature.
Steps
To add a new member location, do the following.
Sign in to the Analyst Portal.
Navigate to Administration > Settings > Member Settings > Location and click Create.
Select a country, state, and city for the location details. If you have permission to add custom locations, type the location name and click Add.
Note
To get permission to add custom locations, contact your CSAP 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
Locations that contain active users can't be disabled.
Bulk Update Member Location
You can add multiple members to a specific location using the bulk update feature.
Before you Start
You must have the View and Create/Update permissions for the Locations feature.
Steps
To bulk update member locations, do the following.
Navigate to Administration > Settings > Member Settings > Location.
Click Actions and select Bulk Update.
Select the source location and destination location.
Select the members from the source location list and move them to the destination.
After making changes, close the window to update.