Home > Tools & Setup > Setup > Locations > Adding a New Location

Adding a New Location

To add a new location:

  1. Click Locations under Setup on the Tools & Setup panel.

The Location List page displays.

NOTE: The NAME field is a required field. The system will check for duplicate names and prompt you if a duplicate is detected. The word (default) will display next to the Default location, which is the main directory that was added when TMS was installed.
  1. Click the Add button.

The New Location page displays.

  1. Enter a name and description of the new location and click the Save button.

The Location Detail Permission Group page displays.

  1. Select the link for each Permission Group to be added to this location.
  2. Click Edit and then, when finished adding the permissions, click Save.
  3. To return to the Location list for adding users or documents, click the Go Back button.

The Location Detail page displays with tabs for Documents, Users, and Permission Groups.

  1. If necessary, add users to the location by selecting the Users tab.
  2. Click the Edit button.

The Location Detail Users page displays in edit mode.

  1. Add users from the Available Users grid, the Quick Add field, or the Search Items button, and then click the Save button.
  2. To print the list of locations, click the Print Results button on the main Location List page.
NOTE: All users are automatically added to the Default Location. You cannot delete users from a location; you must reassign them to a new location.

 

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