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The location select tool allows Surety® Pro Administrators and Surety® Pro Team Members* to access any location and in turn any client in their company's profile.

* Surety® Pro non-admins need to be granted access to select a location in their user profile. See: Grant Location Access to Surety Pro Team Members

Note: You must have more than one location setup for your company in order to change between locations. See: Locations

Locations are a way of dividing a company's database. Each location has its own set of clients and information. Custom forms and layers can also be set to appear only in specific locations. (See: Forms Designer - Form Properties)

Accessing a different location database within Surety Pro

Once logged into the Surety Pro account that has Location access, simply click on the location box under the Company Name to access a drop-down with available locations to select.

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After the location selection, the client list that is saved within that location will be available.

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You are now accessing that location's account and can view saved clients, forms, borders, and lists associated with that location.

Create/Delete/Edit Locations

Click the Pencil Icon next to the Location selection box to access the Edit Locations page.

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From here either Select A Location from the list to edit\delete or Add A New Location to add a location to the list.

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For more information visit our Locations - Create, Manage and Assign locations to Team Members support page.

See Also:


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