How To Manage A Region

The following article covers instructing users:

• How to Add A Region
• How to Remove A Region
• How to Modify a Region to modify

For information on how to navigate to the Region Dashboard, click here.

How to Add a Region

While there are six default Storefront Regions available, users may create their own custom Region specific for their workflow needs. Any region they create will be available to them and everyone under their provider account. 

Users can follow these steps to create their own Region:

1. First, the user should click on the green Add region button.
   
2. Next, the Add region view will load, and two options will be shown:
   • Name - Create a custom name for the new Region
   • Territories - Select which specific territories to include in the new Region
3. After selecting a custom Name and adding Territories, click on Save in the bottom of the window.
4. Next, the page will refresh and show the Regions Dashboard. In the center of the page, a confirmation message will be displayed stating that the new Region was created.
   
5. Now the custom Region has been added to the list of Regions and is available whenever the user navigates back to the Regions Dashboard.
   
6. If the user hovers over the number under the Territories column, the user will see the list of territories associated with this particular Region.
   

How to Edit a Region

The needs of the user 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:

1. Click on the three dots next to the custom Region
   
2. Choose Edit
   
3. Next, the Edit region view will load, and two options will be shown:
   • Name - Change a custom name for the user's Region
   • Territories - Add or remove territories
4. After applying any changes to a custom Name and/or Territories, click on Save in the bottom of the window.
5. Next, the page will refresh and show the Regions Dashboard. In the center of the page, a confirmation message will be displayed stating that the new Region was created.
6. Notice the new custom region name has been updated, as well as the number of territories:

How to Remove a Region

After creating the various Regions, users might decide to remove one. Notice that only new Regions have the option to edit/delete because default regions from the system cannot be removed or modified.

Users should follow these steps to remove their own custom Region:

1. Click on the three dots next to the custom Region.
   
2. Click on Delete 
   
3. Next, the Delete region view popup will load, and ask if the user is sure they want to delete:
4. Click on Delete in the bottom of the window.
5. The page will refresh and show the Regions Dashboard, where you will see a confirmation message stating that your custom Region has been deleted.
6. Notice the custom region has disappeared from the Regions Dashboard:

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