Manage All Locations

Manage Locations will give you the option to have multiple Locations. E.g. Having a Location for each Office; a Location for your Branch in Michigan and one for your Branch in Texas.

Company Administrator Role is required to create a New Location. The Elite Version of AccuLynx is also required to access the option to have multiple Locations.

Click your name at the top right corner and choose Account Settings.

Expand Administrative Settings and choose Manage All Locations

This will display a list of Active and Inactive Locations you currently have.

1.  Add New Location

Click the Add New Location button. A box will appear allowing you to type in the company name for the new location.

1. Enter the Name for your New Location.
2. Set the Status (Active or Inactive).
3. Save when you are done.

Any Company Administrators on your Main Account will have access to this Location. Any other Users will need to be added. Please refer to this article to learn more about how to Add Users.

2.  Delete a Location
(Warning! This will permanently remove any saved data in this Location!)

Select the blue trash can on the right side to delete a Location.

        

            Select Delete this Location to permanently Delete the Location

3.  Edit a Location

Select the blue pencil on the right side to edit a Location.

1. Edit the Name for your existing Location.
2. Set the Status (Active or Inactive).
3. Save when you are done.