Link locations to a client

Use the client view to link one or more locations to a client when setting up a client or when the client's locations change.

Note

Required role: Owner or Admin

Before You Get Started

• Only locations with at least one Structure can be assigned. A location with no Structures is rejected before anything is saved.
• Locations can be linked to a client only from the client view. The location and building forms do not have a client selector.

Link locations while creating a client

1. Open Clients and select Add client.
2. In the Add New Client panel, complete the required client details.
3. In the Assigned Locations card, select Add Location.
4. In the Add Locations panel, select one or more locations.
5. Select Add selected Locations.
6. Select Create Client to save the client and its assigned locations.

Link or remove locations for an existing client

1. Open Clients and select the client row to open its Edit Client panel.
2. In the Assigned Locations card, select Add Location.
3. In the Add Locations panel, select one or more locations.
4. Select Add selected Locations.
5. To remove an assigned location, select its bin icon.
6. Select Update Client to save the changes.

Important behavior

• Nothing is saved until you select Create Client or Update Client.
• If a location has no Structures, the rejection names the locations that need a building.
• The link is stored on the location's Structures. If a location is already linked to another client, assigning it to a new client silently reassigns it.
• Each assignment runs a billing sync.
• The Sites column on the clients list counts linked Structures, not locations. For example, a location with three Structures adds three to the count.

Video walkthrough

1. 1Link Locations to a Client