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Accessing the Country Section #

  • Click the SETUP menu item.
  • Click the Country menu item.

Accessing the Country Settings #

Click the Settings icon to add Regions, Cities, and Banks.

Managing a Country's Regions #

Adding a Region #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required information.
  • Click Save to confirm.

Editing a Region #

  • Click the Edit icon to be taken to the Region details page.
  • Complete the required edits.
  • Click Save to confirm.

Managing a Country's Cities #

Adding a City #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the City tab.
  • Click the + button.
  • Fill in the required information.
  • Click Save to confirm.

Editing a City #

  • Click the Edit icon to be taken to the City details page.
  • Complete the required edits.
  • Click Save to confirm.

Managing a Country's Banks #

Adding a Bank #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the Bank tab.
  • Click the + button.
  • Fill in the required information.
  • Click Save to confirm.

Editing a Bank #

  • Click the Edit icon to be taken to the Bank details page.
  • Complete the required edits.
  • Click Save to confirm.

Field Descriptions #

Field Name

Field Description

Name*

The region/city/bank name. Suggestion: use a unified format.

Alt Name

(Alternative Name)

The region/city/bank in the secondary language. This will be used when field reps or admin users switch to the alternative language.

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