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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