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How to Add Locations

Overview

Locations allow you to map your organization's physical structure, such as countries, states, cities, and specific office buildings. BoolDesk supports a hierarchical (parent-child) structure, meaning you can nest "Austin" under "Texas," and "Texas" under "United States." This helps in filtering tickets, assets, and reports by region.

Step-by-Step Guide

1. Navigate to Location Settings

Access the location management section from the general settings.

  • From the main menu, go to Settings (1).

  • Under the General section (2), click on Location (3).

  • Click the Add Location button (4) in the top right corner.

2. Configure Location Details

In the pop-up window, define the new location.

  • Name: Enter the name of the location (e.g., United States or Austin).

  • Parent: Select a parent location from the dropdown menu to create a hierarchy.

    • Select None if this is a top-level location (like a Country).

    • Select an existing location (e.g., Texas) if you are adding a city or office within that region.

  • Click Save to add the location to your structure.

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