1. Knowledge base
  2. Set a standard - create a Workflow
  3. Locations and Categories - match Workflow to employee type

How to adjust the path to the different User Locations?

Use Locations. To configure Locations go to Settings → Locations tab.

Configuring Locations (like Categories) has two main purposes:

  • you can use the entered data in the form of Snippets, thus personalizing emails or text messages (for more information about Snippets, click here)
  • you can target an Action in Workflow based on the Location (see here for more information on Conditions).

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To add a location, click on the button in the upper right corner: Add Location.

For each location, you can indicate:

  • location name
  • country
  • State
  • city
  • postcode
  • address (street and number)

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Remember to assign the appropriate locations in your user profile.