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How can I add a new Location or Group?
How can I add a new Location or Group?
Paulo Roxas avatar
Written by Paulo Roxas
Updated this week

If you want to add a group or location, click on your name in the upper right corner of the screen. Select Locations & Groups in the dropdown menu. 

When creating a new GuestXM account, we create a Company. Under your company, we automatically create a Branding Page and a Location

Note: A Branding Page is the topmost level or group of your organization. It is not attached to a physical location, but represents a centralized voice for the brand. Use of the branding page is optional. Though, many of our customers, do make use of an Instagram and Facebook branding pages.   

Adding a Group or Location

Now, you can always create groups and locations to reflect your company's structure.

To add a group, click the "+ Add Group."
To add a new location, click the "+ Add Location."
See GIF below.

Then enter the name of the new group/location (the group and location names should be unique). 

Editing your group or Location

Hover on the location or group in question, then click on the ellipses to see the dropdown menu. This is what the ellipses looks like:

Then, you can perform the following actions whenever you want: 

  • Rename a group or location 

  • Set a group as default - the default group or location will always be the first one you access right after logging in. If you do not have a location set as default, you will see all messages for the entire company whenever you log in. Note: The default location can also be unset, which then makes the default location the entire company.

  • Move a group or location - as we allow nested groups to create a logical hierarchy in your company, you can move a group (along with its sub-groups and locations) to another one within your company structure. However, your branding page can not be moved

  • Delete a group or location you no longer need.

If you have further questions, concerns or suggestions, please do not hesitate to reach us via email at [email protected] or by clicking the support chat box on the lower right side of your screen. We are always happy to make sure you're doing great! :)

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