Markets and Regions can be used for filtering in project searches, and for categorizing Services and Vendors. Only Portal Admins and Managers will have access to this feature in the web app.
1. Click on the admin icon and under Configuration, click on Markets and Regions.
2. Markets can be grouped into Regions, but this is entirely optional. To add a Region, click on "Add New Region".
3. Enter the name of the Region and the key. Click on Save. Continue adding all of your Regions by repeating this step.
4. To add a new Market, click on "Add New Market".
5. Enter the name and key for the Market, and select the Region if desired. Click Save when done. Repeat this step until all of your Markets are added.
If you're not planning on using the API for setting Markets on projects, we recommend that the name and Market key be the same to prevent any confusion. If you are utilizing the API, you may find it more convenient to choose a simpler code for the Market key and provide this code to your developers who are using the API.
6. If you need to edit a Region or Market, click on the edit icon.
7. Edit the name, key, or Region. If you need to disable a Market, uncheck the Enabled box. Click Save when done.
When you disable a Market, it will remain set on existing projects, services, and vendors, and will still appear in the dropdown for project search. It will disappear from the dropdowns used for assigning a market to projects, services, and vendors.
8. If you need to delete a Region or Market, it must not already be in use. If it's not in use, hover over the delete icon, which will turn red, and click on it. If you have set a Region or Market on a project, service, or vendor, you will not be able to delete the Market.
9. Click on Cancel or Confirm Delete.
10. If you want us to import a csv file for your markets and regions please format a CSV file with 3 columns and 1 header row. Please see the example below.
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