Overview of Place Groups

A Place Group is a logical grouping of your places. Place Groups can help organize places by region, retailer, management responsibility, or anything else that is meaningful to your organization.

For example, a Place Group can be a grouping of places that are assigned a location, such as Western Region, or the North East Region. A Place Group can also be places that are grouped by a unique classification, such as On-Premise Accounts or Boutique Retailers.

A Place Group is assigned to a mission in order to allow that mission to be viewed and completed at the places in that Place Group.

By default, every location is automatically added to the "All" Place Group.

If you have User Assigned PlacesA specific account (Place) that is assigned to a specific person within your company. UAPs are helpful if your users have routes, territories, or set lists of accounts they visit, especially if you want to ensure that the only places they see in the mobile app are the ones that have been assigned to them. (UAPs), Place Groups will work in conjunction with the UAP when building a mission so that only those individuals within the UAP will see the mission assigned to the Place Group.