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Understanding Place Groups

Places to 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 for you.

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 Places (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.

View Your Place Groups

You can view all of your Place Groups by going to the the main navigation bar and selecting Places > Place Groups.

At the All Place Groups page, you are able to view the list of active Place Groups. Locate the specific Place Group you wish to you view and click on the name to view its details. 

To view more Place Groups per page, select the Show drop-down menu, then select the number of lines you want to see per page. 

Add a location to a Place Group in two ways:

1) When Adding a New Place

2) When Creating or Editing a Place Group

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