How do I edit a region?

Editing a region in XSite helps you keep your site groups and contact info up to date. Whether you’re renaming a region, updating its category, or assigning stores and managers, this guide walks you through the steps in both XSiteIO and XSite Classic.

Editing a Region in XSiteIO

1. Go to the Settings icon in the bottom-left corner and select ‘Regions’.
2. Find the region you want to update by clicking its ‘Id’ or ‘Name’.
3. In the General Information tab:
   • Update the External Identifier (optional).
   • Edit the Region Name.
   • Choose a Category (Default, Reporting, District, Province, State, or Area).
4. Click the Sites tab:
   • Select or deselect sites to include or remove them from the region.
   • Changes save automatically.
5. Click the Contacts tab:
   • Enter a Name, Phone, Mobile, and Email for a contact person.
   • Click ‘Add’ to save the contact.

Editing a Region in XSite Classic

1. Go to ‘Administration’ in the side menu and select ‘Regions’.
2. Find the region by clicking on its ‘Id’ or ‘Name’.
3. In the General Information tab:
   • Edit the External Identifier, Name, and Category.
4. Go to the Sites tab:
   • Select or unselect sites as needed. Changes save automatically.
5. Go to the Contacts tab:
   • Fill in the contact’s Name, Phone, Mobile, and Email.
   • Click ‘Add’ to save.