Admin: How to Create Facilities and Facility Types

How to Create a Facility Type:

You need to create a Facility Type before you can add individual facilities.

In the Admin Panel, open the Facilities dropdown and select "Facility Types."
Click "+ Add Facility Type" button in the top-right corner.
Enter the Facility Type Name, Customer, and choose an Icon (e.g., office, warehouse, center)
Click "Save."

Once saved, this Facility Type will appear as an option when creating individual facilities.

How to Create a New Location:

In the Admin Panel, open the Facilities dropdown and select "Facilities."
Click "+ Add Facility" button in the top-right corner.
Complete the required* fields.
1. Facility Name
2. Facility Address - Optional (If you enter the address or the location in the Search bar, it will automatically update the coordinate and country fields)
3. Customer
4. Facility Type (select from the drop-down the previously created Location Type)

1. If you enter the address or the location in the Search bar, it will automatically update the coordinate and country fields
2. Risk Level - Optional
3. Alert Radius - Optional
4. Number of Staff - Optional
5. Click "Next"

If you would like to add documents/links for the facility, contacts, or users based here, you can do so. Click "Next" until you can "Save."

Note: If you do not see a relevant Type/Location Group from the drop-down, ensure you create the Facility Group (e.g. Offices) before creating a new facility location.

To edit or delete a location:

In the Facilities section, scroll through the list or use the search bar to find the desired location. Click the "Edit" icon to open the facility details in a pop-up window, where you can make and save any changes. To remove a facility entirely, click the "Trash" icon to delete it from the platform.

Admin: How to Create Facilities and Facility Types

How to add, edit, or delete facility locations and facility types in the web platform.