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Managing Locations

After the basic environment setup, locations must first be added.

Manual Addition​

The administrator can add locations one by one using the plus button in the toolbar.

Adding Locations via CSV File​

Locations can be uploaded via a CSV list. The list must have 5 columns for Location Code, Name, Address, Postal Code, and City. The list may not contain column headers.

Editing a Location​

The location can be edited by clicking "Edit" under Actions.

Adding Departments​

As an administrator, you can create departments for the location. These departments can be used to organize colleagues, allowing you to share assistants with an entire department instead of individual employees.

Customizing Logo and Font​

You can change the location's logo and font. These settings are used when exporting documents, such as transcriptions and other generated files.

Removing a Location​

The location can be removed by clicking "Remove Location" under Actions.