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Company > Adding and Managing Regions

****ADMIN USER ONLY****

Within the HammerTech system you can now set up and manage your projects within regions, so that you can accurately represent your own company's structure and hierarchy. Utilising regions will also allow you to customize certain settings by region - currently you are able to customize the Welcome Email, and Worker and Employer forms by region. If this is something you would like implemented in your system, speak to your account manager or email: support@hammertechglobal.com

To create and manage regions:

  • Log into HammerTech (if you are not already logged in), then navigate using the left hand menu > Administration > Regions (only Administrators can access this menu item)
  • Here you will see any regions that have been created along with details on how many projects are assigned to each region. 
  • Select +New in the top right hand corner to create a new region, or if the region is already created, select it from the list to edit

_New.jpg

  • Enter a Name for the region
  • Select a Parent region - if this will be the base in your hierarchy of regions, then select [BASE LEVEL]

Company_Region_Management_Create.jpg

To assign a project to a region:

  • Navigate using the left hand menu > Administration > Project Management, select the relevant project to view further details, and choose a region from the drop down.

mceclip1.png

  • Note: When looking at your list of Regions in Administration, you can see next to them in brackets how many projects have been assigned to each.
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