Adding a Location

Add more locations to maximize your customer portal's value and collaborate across your organization

1. Navigate to Locations Section: From any screen on the customer portal, click on “locations” in the portal’s left side bar.
2. Add a New Location: Select + “New Location” in the upper right-hand corner.

• Define Location / name: Enter the “Location Name” you’d like to appear for your team within the ideal portal as they post shifts, review schedules and invoices. This would be a good opportunity to align our system with your organization’s naming conventions (e.g. Site - 425) to increase the value of reporting.
• Ensure Accurate Address: To minimize time theft, our system utilizes geolocation technology. Ideal workers won't be able to clock in if the actual work location is not within 32 ft. of this address. 
• Arrival Instructions: are not required but highly recommended to ensure workers can start their work on time and follow security procedures. 
• Contact Information: will automatically appear on each shift posting for that location. Name and Phone Number are required. You'll be able to update these fields manually when posting a shift. 
• Save Location: Select” Save Location” in the upper right-hand corner