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How Do I Add and Manage Locations and Location Types in Albi?

This article explains how to manage company locations and location types in Albi. It covers adding office locations, assigning staff, setting location statuses, and creating location types to keep your company structure organized.

Locations

The Locations card lets you manage all office locations for your company — including branches, franchises, or satellite offices.

To add a new company location:

  1. Click the Add (+) button in the top-right corner of the Locations card.



      2.   A form will open where you’ll need to fill in the required (bolded) fields:
    • Name – Enter the location name.
    • Location Type – Choose from available options such as Main Office, Branch, Franchise, or Satellite Office.
    • Staff – Assign one or multiple staff members to the location.
    • Status – Select whether the location is Active, Inactive, Pending, or Cancelled.
    • Address & Billing Address – Enter the address details; Albi will autofill the address fields once selected.



     3.   Once all fields are filled, click Save. The new location will now appear in your                       Locations list.


📝 Note:

If staff members are assigned to a location, that same location must also be added to their staff profile. You can update this by going to Staff → Manage → Locations. Staff will only appear and function correctly at locations that are assigned to them in their profile.

 

 

Location Types

The Location Types card allows you to define and manage different types of company locations.

For example:

  • Main Office
  • Franchise
  • Branch
  • Satellite Office

To add a new location type, click the Add (+) button in the top-right corner.

 Enter the location type name, and click Save.

You can also edit or disable existing location types as your organization evolves.