Create a location

Use this procedure to create a physical location for an existing client. Only internal users can create locations.

Before You Get Started

• The location must have at least one structure before it can be assigned to a client.

Create the location

1. Open Locations.
2. Select Add New Location.
3. Optionally enter a Location Name and add a Location Image. If you leave the name blank, the confirmed address becomes the location name.
4. Find the address. Use Search Address and select a suggestion, or select Enter Manually and enter the Street address, City and Postcode.
5. Select Use This Address.
6. Submit the form.

The saved location appears in the Locations list. Its card shows the organisation's jurisdiction flag and country name.

Assign the location to the existing client

Note

Required role: Owner or Admin

1. Open Clients.
2. Select the existing client to open its Edit Client side panel.
3. In the Assigned Locations card, select Add Location.
4. In the Add Locations panel, select the location and then select Add selected Locations.
5. Select Update Client to save the assignment.

Location assignment is managed from the client record, not from the location creation form. A location without a structure is rejected before anything is saved.

Resolve address issues

• An address outside your organisation's jurisdiction is rejected when you save, and the address field is flagged.
• When you use Enter Manually, BriqSafe looks up the map pin once when you save. The pin is stored only when the lookup finds an exact building match. If the lookup is ambiguous or fails, drag the marker before submitting, or edit the coordinates later from the location's Overview tab.

Video walkthrough

1. 1Create a New Location

2. 2Linking a Location to a Client