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Tuesday
Apr072009

2.2 Setting up a Location

A Company in Espresso 2.5 can consist of multiple locations or offices. All offices conduct business independently but can share user and resource information.

Each Location is a unique business unit. You can use locations to separate project and financial administration of various teams within your company. Using locations feature you can maintain several subsets of client, project and resource databases within your Espresso and specify per-user access rights per each of the locations. Contact your Espresso consultant if you need to re-configure standard access and sharing location rights. Location information will appear on all documents automatically created by Espresso.

Please note: you can not delete a location if it has any user, quote, project or invoice attached to it. You can edit details of any existing location freely. There is no limit on number of locations but you will need to adjust your templates to accomodate location information.

5.2.1 Add a new location

To add a new location: 

1. Go to Settings->Locations
2. Complete all fields
3. Click 'Save'

Your location is created. Now you would need to add users to this location.
See next chapter for detailed instructions. 


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