Adding Markets and Regions
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.
Setting the Market and Region on a Project
To set a Market and Region on a project, you must have Markets set up in your portal. If you don’t have Regions set up, no Region will be set, only the market. This feature is a pro and premium feature. If you would like more information about upgrading please contact your account executive or contact support@sitecapture.com.
1. Portal Admins can update the setting whether only admins can set the market on projects or can allow any user to set the market. To update this setting, go to Admin>Settings and under Security update "Only Portal Admins can set the market on projects".
When this setting is CHECKED:
On the project show page, only users with the "Portal Admin" role can change the value of the market, and on the list page, only users with that role will be able to do a bulk market-setting on multiple projects.
When the setting is UNCHECKED:
On the project show page, any user with Admin access to a project (see note below) can change the market, and on the list page, any Admin user scan do bulk market-setting. That means: Portal Admin, Manager, or Basic Admin.
Note: Admin access to a project means that either the user has an admin role, or they have been granted admin access via the “Share” modal.
2. Go to a project for which you would like to set a Region and/or Market, and click on the "Market" dropdown on the right side underneath the priority. The Region that is associated with that Market is the Region that will be set.
3. Select the market from the dropdown and it will save to the project.
4. To remove a Market from a project, click on the Market dropdown and select None from the dropdown.
5. To set the market on multiple projects at once, go to the project list page and select the projects you want to add the market to. Click on the More menu, and then select "Set Market".
6. Choose the market from the drop down menu, and click Save. The Market will display after the last display line on the project list page.
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