Create the Client’s Region(s).

1. Please make sure you have completed the following steps:

a) Create a head office

1. Move the mouse arrow to “Control Panel” in the menu at the top of the page.
2. In the scroll-down menu, move the arrow over “Clients”, then click on “Regions.”
3. Select the head office with which the region is associated from the “Select Head Office” drop down menu.
4. Click on “New Region.”
5. Fill out the information for the region. All fields marked with an asterisk (*) are required and may not be left blank.
6. Click “Submit.”
7. Repeat steps 1 – 6 if more regions need to be entered.