---
summary: Describes locations as geographic or organizational units that can be assigned to users for reporting and analysis. Covers creating, editing, and deleting locations, and explains how they enable location-based reporting and resource management.
keywords: locations, geographic locations, organizational units, users, reporting, offices, branches, sites, location-based reporting, resource allocation, team locations, office locations, user assignment
---

# Locations

## What are Locations?

Locations represent physical or organizational locations where your team members work. You can create locations (such as offices, branches, or geographic regions) and assign users to them. This enables location-based reporting, helps organize your team by where they're based, and supports multi-office or multi-regional operations.

## Why Locations Matter

Using locations helps you:

- **Organize by geography** - Track where your team members are based
- **Enable location-based reporting** - Generate reports and analysis by location
- **Manage multi-office operations** - Support teams across multiple offices or regions
- **Resource planning** - See team capacity and utilization by location
- **Compliance tracking** - Track work by location for tax, labor, or operational requirements

## Creating a Location

To create a new location:

1. Navigate to **Management** from the main navigation menu.
2. Click **Locations** in the Management submenu.
3. Click **New location**.

![New location empty form](../screenshots/locations-new-location-form-empty.png)

4. Enter the **Name** for your location (e.g., "New York Office", "London Branch", "Remote").

![New location form filled](../screenshots/locations-new-location-form-filled.png)

5. Click **Save** to create the location.

## Managing Locations

### Viewing Locations

To view all locations in your system:

1. Navigate to **Management** → **Locations**.

2. You will see a list of all locations with a count of employees assigned to each.

![Locations list](../screenshots/locations-list-with-entry.png)

### Editing a Location

To edit an existing location:

1. Navigate to **Management** → **Locations**.

2. Click on the location name you want to modify.

![Edit location dialog](../screenshots/locations-edit-form.png)

3. Update the **Name** field as needed. The **Created at** date is displayed for reference and cannot be changed.

4. Click **Save** to apply changes.

### Deleting a Location

To delete a location:

1. Navigate to **Management** → **Locations**.

2. Click on the location you want to delete to open the edit dialog.

3. Click the **Delete** button.

4. A confirmation dialog appears asking "Do you wish to continue?" Click **Delete** to confirm or **Cancel** to cancel the deletion.

> **Note:** You can only delete a location if no users are currently assigned to it. If users are assigned, you must reassign or remove them first.



## Best Practices

**Use Clear Names**

Choose location names that are clear and unambiguous. Examples: "New York", "London", "San Francisco", "Remote", "Hybrid".

**Keep Locations Consistent**

Establish a naming convention for your locations (e.g., "City Name" or "Office - City Name") to maintain consistency across your firm.

**Assign All Users**

Ensure all users in your system have a location assigned for complete and accurate reporting.

**Review Regularly**

Periodically review your locations and update assignments if team members move to different offices or regions.

**Plan for Flexibility**

Consider creating locations for both physical offices and work arrangements (e.g., "Remote", "Hybrid") to capture how your team works.

## Location Examples

Here are common location types you might create:

- **Geographic Locations**: "New York", "London", "Tokyo", "Sydney"
- **Office Branches**: "Main Office", "Downtown Office", "Uptown Office"
- **Remote Work**: "Remote", "Work from Home", "Hybrid"
- **Client Sites**: "Client Office", "On-site"
- **Regions**: "North America", "Europe", "Asia Pacific"