Edit Locations

Learning Statement: In this article you’ll learn how to edit your OMBEA Insights Locations in order to change aspects such as the Name, Address, and which Users can access the Location.
Audience: This article is aimed at OMBEA Insights Administrators.

Background

Each unique feedback point is defined by a Location. A Location is defined by important information such as an address and operating hours.

We will already have defined your locations for you before we deliver your ExpressPods.

What you can do

When it comes to managing Locations, you can perform the following actions:

  • Change the Location name and address
  • Change the Location operating hours
  • Give individual Users access to a Location
  • Move the Location to a different Folder

Steps

Before you start

  • You must have administrative rights within OMBEA Insights in order to carry out these steps.
  • Visit https://insights.ombea.com/ and log in with your Insights username and password.

Change the Location name and address

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Location you wish to change and click Edit.
  3. In the Location Details panel, change the Name or Address and click Save.

Change the Location operating hours

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Location you wish to change and click Edit.
  3. In the Location Details panel, change the Working Hours and Working Days as necessary, then click Save.

Give individual Users access to the Location

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Location you wish to change and click Edit.
  3. In the Location Permissions panel, click Add User.
  4. Your Users appear in a list. Find the User you want and click Select.

If you need to create a new User before adding them to the Location, you can save time with the Add New User button at the bottom of the list.

Move the Location to a different Folder

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Location you wish to change and click Edit.
  3. In the Location Details panel, change the Parent Folder and click Save.