Add

History

    Add portal

    Color

    Used wherever this location appears — insurance portals, record lists, and the pickers.

    Modules

    Location access

    Unchecked everything = access to the whole company. Checked = only those locations (records without a location stay visible to everyone).

    Import from spreadsheet

    Pick an Excel file (.xlsx, .xls) or CSV. The first sheet is used and the first row must be the column headings.