Regions Set-Up

In this article, you will find instructions for Creating a Region

What is Regions and how does it work?

Prokeep’s Regions feature is a way to more easily manage large accounts. An account’s Prokeep Administrators can create new Regions and assign Groups to those Regions. From here, these Regions can be applied throughout the app to take bulk action upon Groups. If the Regions need to change, you can make those edits in one place and the changes will then propagate throughout your account.

What can I do with Regions?

More features will soon be empowered to utilize Regions, but for now you can:

  • Use Regions to assign users access to their groups by Region, rather than one Group at a time
  • Use Regions to set up recurring and ad-hoc reporting exports for entire Regions or Divisions of your business

How to Create a Region

  • As an Administrator, go to your Settings, then click Organization.
  • You'll see two tabs - one titled "Groups," one titled "Regions."
  • Select “Regions” to see the section where you can establish a group hierarchy using Regions.
  • To Create a Region, select "Create Region" in the top right-hand corner.
    • Provide a name and at least one group to the Region
  • Once you've selected your desired Groups, click Save.
  • Back on the Regions overview screen, check how many Groups are part of this Region, and how many Members are part of those Groups.