Needs in a workflow can change often. The regions dashboard allows users to edit their custom Regions. Notice that only new Regions have the option to edit because default regions from the system cannot be removed or modified.
To edit a custom region follow these steps.
Click on the three dots next to the custom Region
Choose Edit
Next, the Edit region view will prompt will load and two options will show:
- Name - Change a custom name for the user's Region
- Territories - Add or remove territories
After applying any changes to a custom Name and/or Territories click on save in the bottom of the window.
Next, the page will refresh and show to the Regions Dashboard. In the top right-hand corner a confirmation that your new Region was created will display.
Notice the new custom region name has been updated as well as the number of territories:
