Creating Regions and Offices in Pathwave

Assigning regions & offices is crucial during the initial setup of Pathwave. This allows partners to control information visibility for users based on their assigned region/office.

Steps to Create Regions and Offices

1. Log in to Pathwave Portal
   • Ensure you have the necessary permissions to access the Configuration section.
     To understand the roles and permissions assigned to users, click here to view the system roles.
2. Navigate to Configuration
   • From the portal, select Configuration on the left-hand menu.
3. Select Regions & Offices
   • Click on Regions & Offices under the Configuration menu. You will see the existing regions and offices.
4. Default Settings
   • Pathwave has a default setting that creates a Main Region and Main Office. You can modify these to match your organization’s structure.
5. Adding New Regions or Offices
   • To create new regions or offices, click the blue + Add icon on the top right.
   • Enter the Region Name and Description.
   • Click Save to create the new region or office.

Importance of Regions and Offices

• Visibility Control: Users will only have access to jobs within their assigned region or office.
• Organizational Structure: Ensures the correct distribution and management of jobs and personnel based on your organizational needs.