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How can I create a hierarchy of locations that match our company structure?

Locations can be nested to any depth, so your library can mirror sites, buildings, departments, or storage areas exactly:

1 Create a top-level location, or a sub-location directly

From Sites & Locations, choose Add location 1 for a new top-level site, or click the + icon next to any existing location 2 to create a sub-location underneath it in one step.

Live screenshot — Sites & Locations
Live screenshot — Sites & Locations
  • 1 Add location — creates a new top-level location
  • 2 Row-level + — creates a sub-location nested under that row

Either button opens the same dialog. If you used the row-level +, the Parent location 1 field is already filled in for you — just name it and click Create.

Live screenshot — creating a sub-location
Live screenshot — creating a sub-location
  • 1 Parent location — pre-filled when created from a row's + icon

2 Move a location to a different parent later

Open the location, click the ··· menu, and choose Edit location settings. Pick a new value in the Parent location dropdown 1 and click Save 2 — this re-parents that location (and everything beneath it) without touching any of its SDSs. The same dialog also lets you assign a responsible person and set per-location email notifications for changes or new attachments.

Live screenshot — editing a location's settings
Live screenshot — editing a location's settings
  • 1 Parent location — pick a new parent to re-parent this location
  • 2 Save

See also storing SDSs by location for what this structure gives you once it's set up.

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