Administration • Company Setup

Locations.

Keep your organisation structure geographically meaningful by assigning a city, town, site or location directly to each team. Administrators and team leaders can select an existing location or create a new one without leaving the team setup workflow.

Illustration representing team and company locations in Presto PDCA
Access & assignment

Assign or create a location from Edit Team Core Info.

The Locations feature is built directly into the team-management workflow. Open the relevant team, enter Team Actions, and use Edit Team Core Info to choose an existing location or add a new city for that team.

Edit Team Core Info panel highlighting the Location dropdown where a team leader can select an existing location or add a new city
Team Actions workflow

Location management lives exactly where you need it.

There is no separate administration screen required for day-to-day team location maintenance. The team leader or administrator manages the location while editing the team's core information.

  1. 1
    Open the team from the Org Chart Select the team whose core organisational information you want to update.
  2. 2
    Open Team Actions From the team panel, use Team Actions and select the option to edit the team's core information.
  3. 3
    Open Edit Team Core Info The panel contains Team Name, Team Type, Team Description, Team Lead, Logo / Icon and Location.
  4. 4
    Use the Location dropdown Select a location that already exists or choose + Add New City when the location is not yet available.
  5. 5
    Save Team Details The chosen location becomes part of the team's core organisational information.
TIP
Re-use existing locations whenever possible.

This keeps location naming consistent throughout the organisation and makes future filtering, reporting and organisational analysis much cleaner.

Why this matters

A small field that adds useful organisational context.

Location information helps users understand where teams operate and creates a reusable organisational reference that can support navigation, filtering and future reporting.

1

Clarify where teams operate

Associate a team with its city, site, plant, office or other recognised operating location.

2

Build a reusable location library

Once a location exists, other teams can select it rather than recreating the same location repeatedly.

3

Keep team setup fast

Add a missing city directly from the same team-edit workflow instead of leaving the page to perform separate setup.

Two simple choices

Choose an existing location or create a new one.

The feature deliberately keeps the workflow simple. The user either reuses an existing location or creates the missing location before assigning it to the team.

Select an existing location Search or choose from locations that are already available for the organisation.
+ Add New City Create a new location immediately when the required city or site is not already listed.
Save Team Details Save the panel to make the selected location part of the team's core information.

Simple location management, directly from the team.

Presto keeps location maintenance close to the people who understand the team best. Administrators and team leaders can maintain accurate location information without adding unnecessary complexity to the organisation setup process.

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