Client Locations

Client locations are locations where the client does business. The include the physical address of the location, and are configured within a client country that you add in the clients information. Each country can have numerous locations, and you can configure various settings for the country.

To add a country to the client organization's Countries list, navigate to Configuration > Client Info > Countries, and click . When the editing view opens, click + Add New.

From the Select Country drop down, select the location. You can only select countries that are configured in the system. You can deselect the Active check box if you are validating the location for the client and do not want to make the location available for selection. You can also remove the country during configuration by clicking X Remove. After adding your location click .

Note: You cannot remove a client location once it has been added and saved for a client organization. You can only deactivate the location, removing user visibility for the location.

After you add the country for the client organization, you can add location states or provinces to the country that you configured. IN the Countries section, click the country name, navigate to Settings > Location, and click + Add New. See Configure a Location for a State or Province.

Because each client location can have local jurisdiction requirements, you can configure settings for each location to adhere to tax and compliance business rules. Client locations can have different MSP contacts, diversity requirements, and survey requirements (to fulfill compliance obligations). All communications templates for a client location can be managed from within that client location's settings. For more information about these templates, see Email Templates.