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Units: How do I mark a location as Active or Inactive?

Annie -

Under Company Settings, the Units section allows the Administrator to configure the physical locations within one's company.  Within PeopleMatter, you may see Units listed as Locations or Stores.  

Units can be marked as Active or Inactive. Important: Setting locations to Active or Inactive may impact your billing information. Please keep this in mind when making any changes.

To access Units at any time, follow this path: Settings. Select your organization. → Company Settings/Units.

 

Your Units will appear in a list on the left.  Notice the status in the Active column:

  • Yes indicates Active.
  • No indicates Inactive.

 

To change the status of a unit:

  • Click on the Unit Name from the list.
  • The Unit information will display on the right.
  • At the top, use the Status indicator to turn the status to On or Off:
  • When finished, click Save

 

 

 

 

 

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