How to archive a location?
If you have created a location but do not want it to be visible on your account, you can archive it. Follow the steps below:
After logging into Proplanum through the browser, you will be on the main dashboard.
Select the "Locations" tab from the toolbar. You will see a list of existing locations.
Select a specific location and click the three-dot icon on the right side to expand the list of options:
Select Archive from the list.
The system will move the location to the archive.
Important: Remember, you will not be able to restore an archived location
Remember: The above options are available only to users with Organization Administrator and Advisor permissions. Location Managers can only edit the data of the locations they have been assigned to.
After logging into Proplanum through the browser, you will be on the main dashboard.
Select the "Locations" tab from the toolbar. You will see a list of existing locations.
Select a specific location and click the three-dot icon on the right side to expand the list of options:
Select Archive from the list.
The system will move the location to the archive.
Important: Remember, you will not be able to restore an archived location
Remember: The above options are available only to users with Organization Administrator and Advisor permissions. Location Managers can only edit the data of the locations they have been assigned to.
Updated on: 31/07/2024
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