How to add and assign locations in Jostle

The Basics is a collection of tutorials that introduce new users to key aspects of the Jostle platform without getting too "in-depth". The topics covered in this article are Adding Locations and Assigning People To Locations.

Adding Locations

Locations are exactly what they sound like—the places across the city, country, or globe where your organization can be found. Setting up your Locations in Jostle is important; it will allow you to target content appropriately, making your platform more powerful and relevant.

To add a new Location

System Admins can add a new location by:

1. Click the Admin Settings link at the bottom of the Main Navigation and go to Filters and Badges > Configure Locations
2. On the Configure Locations screen, click the +
3. In the Name field, enter a name or alias for your location (for example, “Headquarters”)
4. Once you have filled in your information, click Save.

Notes:

• External ID and Description are optional. External ID is helpful when you got set up automated syncing to your data sources later.
• If your organization has numerous locations, its helpful to organize them in a simple hierarchy. This will help users find what they are looking for. To see how, go to People, click on the filter icon, and open the Locations filter.
• You don't need to use all three Levels of hierarchy. If you have 15 locations you likely want to use a single Level to keep things simple.
• You can add and edit details later—the only required field is the Location Name.

Assigning People To Locations

Once your organization’s Locations are set up, a System Admin can assign each person to their Location.

There are two ways to do this:

Option 1: Edit a person’s Location through their Profile.

1. Go to the person's Profile, via Search or by clicking on them In People view
2. On the Info tab, click the blue Edit button
3. Scroll down to the Location field and select the correct Location from the dropdown menu
4. Click Add 
5. Click Save at the top

Option 2: Edit a person’s Location through Administration settings

1. Click the Admin Settings in the lower left corner of the screen and go to User Accounts and Data > Edit, Invite, Disable Users
2. Enter an individual’s name and click Search
3. Click EDIT next to their name
4. Scroll down to the Location field and select the correct Location from the dropdown menu
5. Scroll down to the bottom and click Save Changes top right

Notes:

• If you want to add multiple people to a Location at once, just include this information in your bulk uploading spreadsheet. Details for doing this can be found in The Basics: Bulk Uploading.
• A Location must exist before you can assign it to a person.