When you have a dozen or several dozen locations, assigning them one by one to each employee is tedious. Regions and sectors are two levels of grouping that shorten this: instead of ticking dozens of locations, you assign an employee to a whole region or sector and they inherit every location inside it. On top of that, these groups filter views in the application — it is easier to find the right area.

The hierarchy has four levels: Sector → Region → Location → Position. A region groups locations (for example a city, a district or a cluster), and a sector groups regions (for example a geographical area or a business line). A location does not have to belong to a region, and a region does not have to belong to a sector — the grouping is optional and you set it up when it genuinely makes the work easier.

You will find regions and sectors in the tabs above the location list.

Adding a sector

A sector is the highest level of grouping. Start with it if you are planning the structure top-down (areas first, then regions inside them).

1. Go to the "Locations" tab in the top bar and then to the "Sectors" tab.
2. Click "Add sector" in the top right corner.
3. Enter the sector's "Name" (a required field).
4. Optionally give an "Abbreviation" — a short code of up to 8 characters, shown next to the name.
5. Click "Save".

Adding a region

A region groups locations and optionally belongs to a sector. It is the level you most often assign employees to.

1. Go to the "Regions" tab.
2. Click "Add region" in the top right corner.
3. Enter the region's "Name" (a required field).
4. Optionally give an "Abbreviation" (up to 8 characters).
5. Optionally in the "Sectors" field choose one sector from the list for the region to belong to. You can clear the field — the region will then have no sector.
6. Click "Save".

Why group — inheritance

The main benefit is assigning many locations in one move. When you assign an employee to a region or a sector in the employee editor, they automatically gain access to every location inside it — without ticking them one by one.

To check who is linked to a given group, open the menu (the ⋮ icon) on the region or sector and choose "Employees". You will see a panel with the "Active" and "Total" counts and a list of people; you can filter it by role.

Structure — the tree view

The "Structure" tab shows the whole organisation as a tree: from the organisation name, through sectors and regions, down to locations and their positions. It is a fast way to check how the locations are laid out and whether anything has been left out of the grouping.

• You expand and collapse branches by clicking a row.
• The search field above the tree narrows the view to matching names of locations, positions, regions and sectors.
• Locations with no region go into the "No region" section — a signal of what is still worth grouping. Unassigned regions simply appear under the "Regions" heading.

Deleting a region or a sector

You delete from the menu (the ⋮ icon) on the chosen region or sector — the "Delete region" / "Delete sector" option. You confirm the operation by holding down the button.

Updated on: 07/08/2026