1. Site Designation, Location Visibility, & Optional Location Hierarchy Setup Guide

Overview

• Xenia's Site Designation, Location Visibility, and Location Hierarchy features allows you to organize your workspace to mirror your business structure, enabling streamlined user access management and efficient bulk work assignment through features like Xenia Projects.
• Site designation is required for all organizations to ensure proper reporting capabilities and accurate work deployment across your locations.
  

When to Use Location Hierarchy

Organizations with 20+ Locations

Location Hierarchy is highly recommended to organize your workspace by region, district, or concept. This enables:

• Streamlined user access management
• Bulk work assignment through Xenia Projects
• Performance comparison across similar locations
• Customized forms for different concept types

Organizations with Fewer than 20 Locations

Location Hierarchy is typically not necessary for organizations of this size and is optional. 

Required: Site Designation Setup

What Are Sites?

• Sites represent locations where actual work is performed.
  They enhance Xenia's reporting capabilities and ensure users only select relevant locations when deploying checklists and tasks.
• Site Hierarchy StructureSites are typically designated at the bottom level of your Location Hierarchy.
• For organizations with fewer than 20 locations, just designate a single location level for your "Sites". You can name this level "Location", "Store", "Restaurant", "Site".
  

Brand

├── Region

    ├── District

        └── Location (Site)

Note: You can designate any level in your Location Hierarchy as a site based on your operational needs.

How to Enable Site Designation

• Access Location Settings
  • Navigate to "Locations"
  • Select "Configurations"
• Enable Site Designation
  • Follow the video guide below to configure:
    • Site designation
    • Site hierachy
    • Location-specific data visibility controls
• Configure Location Visibility Restrictions
  • Follow the video guide below to configure:
    • Set appropriate access levels so managers only see locations they oversee
    • Control which users can view and assign work to specific locations

Follow the video guide below to configure:

Optional: Creating Your Location Hierarchy

Planning Your Hierarchy

Before setting up your hierarchy, consider your organizational structure:

• Geographic divisions (regions, districts, markets)
• Operational concepts (store types, formats)
• Management reporting structure

Setup Process

⚠️ Critical Note: Once you add a new Location level to your Location Hierarchy, you cannot edit or remove it. Plan your structure carefully before implementation.

Best Practices

• Mirror your existing management structure
• Consider future expansion and reorganization needs
• Test with a small group before full deployment
• Ensure all managers understand their hierarchy access

Advanced Features

Location Groups

Create custom location groups for targeted work assignments based on:

• Store attributes (e.g., locations with patios, drive-thrus)
• Operational characteristics
• Seasonal requirements

Need Help?

• To learn more about controlling location-specific data visibility, check our more comprehensive help center guide on 'How Advanced Location-Based Assignment works in Xenia'

For technical support or setup assistance, contact us at:support@xenia.team