How to Add and Manage Locations in Genea
Managing locations in Genea involves adding new locations, troubleshooting visibility issues, and understanding the impact of directory integration settings. This guide provides step-by-step instructions and best practices to help you effectively manage locations in Genea.
Adding a New Location
To add a new location in Genea, follow these steps:
Ensure Controller Connectivity: Make sure your controller is powered and has internet access.
Provide Location Details: Submit the necessary details, such as the location name, MAC address, and physical address, either through the Genea dashboard or by contacting Genea support.
Coordinate with Genea Support: If you encounter restrictions, such as naming conventions or admin visibility issues, reach out to Genea support for assistance. Some organizations may require approval for specific location names.
If the 'Add Location' option is not visible in your dashboard, collect your controller and location details and request Genea support to enable the location for your account.
Troubleshooting Missing Location Options
If you cannot see the 'Add/New' button to add a location, consider the following:
Multiple Locations Configuration: The 'Add Location' button only appears if your property or organization has multiple locations configured. For single-location setups, users are auto-assigned, and the button is not displayed.
User Role Permissions: Verify that your user role includes permissions to add or manage locations. If permissions are missing, contact your administrator to update your role settings.
Understanding Directory Integration and Location Assignments
Directory integration settings can significantly impact location assignments in Genea. Here are some key considerations:
Group-Based Rules: Genea uses group-based rules to sync users to locations. Ensure that users are assigned to the appropriate groups in your directory. Removing users from relevant groups can trigger deletions of their location assignments in Genea.
Deletion Settings: If the "Delete user if no rules match" setting is enabled in your directory integration, users may be deleted if there are mismatches or missing group assignments. Disabling this option can help prevent unintended deletions caused by incorrect directory changes.
Best Practices for Managing Locations
Always ensure your controllers are connected to the internet before adding a new location.
Regularly review user role permissions to ensure they align with your organization's needs.
Monitor directory integration settings to avoid unintended deletions or mismatches.
Contact Genea support for assistance with restricted naming conventions or other configuration issues.
By following these guidelines, you can efficiently manage locations in Genea and address common issues related to location updates and changes.