Overview

Regions allow you to segment out your communities into named groups for custom reporting.

Creating Regions

Step 1: Navigate to the Admin section and click Region on the left hand menu.

Step 2: Enter a name for your region in the Region Name field and click the blue + Add button. You will now have a new region to add communities to.

Add Communities to a Region

Step 1: Click the grey None selected button. This will bring up a drop down with all of your company's communities.

Step 2: Click the checkbox to the left of each community name to add them to the specified region.

Step 3: Click the grey button again or outside of the community list to save your selection. You will now see your communities added to the region.

Removing a Community from a Region

Step 1: Click on the region you are wanting to remove the community from

Step 2: Uncheck the box of the region you are wanting to remove

Deleting and Renaming a Region

In the upper right corner of the region, click the red Delete button.