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Enterprise Regions | Better Impact Help Center

Enterprise Regions

About this feature: By creating a Region at the Enterprise level, you can group your organizations to facilitate easier searching and reporting.

Add New Region

  1. Go to Accounts >> Regions

  2. Click the [+] button in the “Region” header (or click the [+ New Region] button)

  3. Enter a Region name (maximum 100 characters)

  4. Optional: Enter a description

  5. Click the [Save] button

Go to Accounts >> Regions

Click the [+] button in the “Region” header (or click the [+ New Region] button)

Enter a Region name (maximum 100 characters)

Optional: Enter a description

Click the [Save] button

Move Organizations to a Different Region

  1. Go to Accounts >> Regions

  2. Check the box beside the desired organization(s)

    • Mouse over the Options icon, to the left of an organization, to move only one

  3. Scroll to the bottom and select “Move to a New Region” from the “Change Selected” drop-down list

  4. Select the destination Region

  5. Click the [Move Organizations] button

Go to Accounts >> Regions

Check the box beside the desired organization(s)

  • Mouse over the Options icon, to the left of an organization, to move only one

    • Mouse over the Options icon, to the left of an organization, to move only one

    Scroll to the bottom and select “Move to a New Region” from the “Change Selected” drop-down list

    Select the destination Region

    Click the [Move Organizations] button

    Note: Organizations that are not part of a Region are placed at the bottom of the screen under the “Organizations Not in a Region” header.

    Edit Regions

    1. Go to Accounts >> Regions

    2. Mouse over the Options icon beside the Region

    3. Click on “Edit”

    4. Make the changes desired

    5. Click the [Save] button

    Go to Accounts >> Regions

    Mouse over the Options icon beside the Region

    Click on “Edit”

    Make the changes desired

    Click the [Save] button

    View/Print Regions

    1. Go to Accounts >> Regions

    2. Mouse over the Options icon beside the Region

    3. Click on “View”

    4. If desired, click on the [Print] icon in the top right-hand corner of the dialogue box

    Go to Accounts >> Regions

    Mouse over the Options icon beside the Region

    Click on “View”

    If desired, click on the [Print] icon in the top right-hand corner of the dialogue box