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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Locations

Use the Locations feature to view and manage your organization’s physical locations. You can access this view from the Home Menu.

Home Menu showing the Locations option highlighted

Permissions

The following roles provide different levels of access to location features:

  • User Role: Users with this role can view the location list, details, nearby locations, and the users tab.
  • Sites Manager: Users with this role can add and edit location details.

Location list

The Locations list displays all registered locations. You can find specific locations by using the location filter. Once you select a location from the list, you can view and edit its details.

Details

The Details tab contains specific information about a location, including the following sections:

Basic details

View and update the primary attributes of a location.

  • ID
  • Name
  • Location Code
  • Type
  • Company
  • Building
  • Floor
  • Address
  • City
  • State
  • Post Code
  • Country
  • Phone

Extra details

View and update custom field values. A user with the Form Designer Role can add custom fields to the location record.

This section includes the Latitude and Longitude values that are required for the Nearby tab to be displayed.

Location coordinates displayed in the Extra details section

Members

Add key users who are associated with the location. You can only add users with the User type as members. Common member roles include:

  • Engineer
  • Location Manager
  • Area Manager
  • Regional Manager

Tip

You can look up member details in workflows to assign activities or notify key members automatically.

Activities

You can create and associate specific activities with a location to track tasks and progress.

Activity stream

The Activity Stream is located in the right sidebar. Use this stream to discuss and collaborate on content related to the location. You can follow a location’s activity stream to see updates in your News Feed.

Nearby

If a location has defined latitude and longitude values in the Extra Details section, the Nearby tab becomes available.

  • Interactive map: This map displays other nearby locations. You can scale the map to adjust the view.
  • Nearby list: A list of nearby locations appears next to the map for quick reference.

Nearby tab showing an interactive map and a list of nearby locations

Users

The Users tab displays a list of users who have this specific location defined in their user profile. You can update this list through Platform Configuration in the Locations view, Users views, or by using user import utilities.

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