Overview

A new tutorial is now available to help administrators and assignors organize sites into regional groupings and use these regions to control assignor permissions. This guide demonstrates how to create regions, add or remove sites, and implement regional restrictions for assignor profiles.

For Administrators & Assignors

Organize Sites into Regions and Restrict Assignor Profiles using Regions

Learn how to create regional site groupings and leverage them to control which sites assignors can access for match assignments.

What's Covered:

• Creating new regions with names and descriptions

• Adding sites to regions using search functionality

• Searching by site name, city, or state/province to efficiently locate sites

• Editing and maintaining existing regions

• Removing sites from regions when needed

• Setting site limitations on assignor profiles

• Configuring regional restrictions for specific assignors

• Using region filters for bulk site selection

• Individual site selection within regional boundaries

Access the Tutorial here: Organize Sites into Regions and Restrict Assignor Profiles using Regions

Key Benefits of Regional Organization

For Administrators:

• Simplified site management through logical geographical groupings

• Enhanced security by restricting assignor access to appropriate areas

• Improved efficiency with regional filters for faster site operations

• Scalable organization supporting multiple regions and complex structures

• Maintain granular control over assignor permissions

For Assignors:

• Clear boundaries defining accessible sites for assignments

• Focused view of relevant geographical areas

• Streamlined site selection within designated regions

Implementation Notes

• Regional restrictions integrate seamlessly with existing assignor profile management

• Search functionality supports site names, cities, and states/provinces

• Individual site selection remains available for precision control

Getting Started

1. Review the tutorial to understand region creation and site assignment processes

2. Navigate to Settings > Regions to begin creating your organizational structure

3. Configure assignor profiles with appropriate regional restrictions

4. Use the visual tutorial for step-by-step guidance through each process

Support

For questions about site regions and assignor restrictions:

• Review the comprehensive tutorial

• Contact support at support@refinsight.com

Happy organizing!
The Ref Insight Team