--- title: How Should I Set Up My Locations? description: Learn how to organize Manage Locations in Clean Smarts with parent locations, region or account groups, and service locations. --- [Skip to content](https://support.cleansmarts.com/how-should-i-set-up-my-locations#main-content) [![](https://support.cleansmarts.com/hs-fs/hubfs/cleansmarts_logo_white_med.png?width=320&height=110&name=cleansmarts_logo_white_med.png)](https://www.cleansmarts.com/) Open main navigation Close main navigation - [Contact us](mailto:support@cleansmarts.com) [Contact us](mailto:support@cleansmarts.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Clean Smarts Knowledge Base](https://support.cleansmarts.com/?hsLang=en-us) 2. [Web Portal](https://support.cleansmarts.com/web-portal?hsLang=en-us) 3. [Locations and Sub-locations](https://support.cleansmarts.com/web-portal?hsLang=en-us#locations-and-sub-locations) # How Should I Set Up My Locations? ## Use Manage Locations to organize your Clean Smarts account into a simple hierarchy for reporting, manager access, and service-site setup. Use this guide when you're deciding how to organize the facilities you service in Clean Smarts. A good location structure makes reporting more useful and lets you give managers access to a whole group of locations without updating their profile every time a site changes. **Applies to:** Account administrators and managers who can edit locations in the web portal. --- ### Before You Start - Think of your location list as a hierarchy. Your company sits at the top, regions or account groups sit underneath it, and the actual buildings you clean sit under the right group. - Leave **Service Location** off for organizing locations such as your company, a region, or an account group. Turn **Service Location** on only for real sites where cleaners work, clock in, and need service details. - If you only manage a few sites, you can keep the hierarchy simple. The goal is clarity, not extra layers. --- ### Step 1: Create Your Top-Level Location The top-level location represents your company or organization. All other locations can sit underneath it. 1. Click your **profile name** in the bottom-left corner, then choose **Manage Locations**. 2. You can also use the search bar at the top left, or press **Ctrl/Cmd + K**, and search for **Manage Locations**. 3. Click **Add Location**. 4. Enter a **Location Name** that matches your company name, such as "Cleaning Company LLC". 5. Leave **Parent Location** set to **No Parent**. 6. Leave **Service Location** turned off. 7. Save the location. After you save, this becomes the top of your location structure. Use it when you want reports, issues, hours, or other operational data rolled up for the whole company. ![image (6)](https://support.cleansmarts.com/hs-fs/hubfs/image%20(6).png?width=670&height=297&name=image%20(6).png) --- ### Step 2: Create Region or Account Groups Region and account groups help you divide your work into useful sections. Common examples include "Houston Region", "West Region", "North Region", or the name of a large customer account. 1. Open **Manage Locations** again. 2. Click **Add Location**. 3. Enter the region or account name in **Location Name**. 4. Set **Parent Location** to the top-level location you created in Step 1. 5. Leave **Service Location** turned off. 6. Save the location. You can repeat this step for each region, account, branch, or customer group you want to track separately. ![image (7)](https://support.cleansmarts.com/hs-fs/hubfs/image%20(7).png?width=634&height=130&name=image%20(7).png) --- ### Step 3: Add Service Locations Under the Right Group Once your groups are in place, add the buildings or sites your team actually services. These are the locations where cleaners clock in, complete checklists, request supplies, and report issues. When you create a service location: - Set **Parent Location** to the region or account group it belongs under. - Turn **Service Location** on. - Add the address, geofence, timezone, shifts, checklists, supplies, and service notes that apply to that site. For the full service-site setup, see [How Do I Add a Location?](https://support.cleansmarts.com/how-do-i-add-a-location?hsLang=en-us). --- ### Use Groups to Manage Manager Access Groups are especially helpful when managers oversee a region, branch, or account. Give the manager access to the group location, and they can see the child locations underneath it. If you add or remove service locations under that group later, you don't have to update the manager's access one location at a time. Their access follows the location hierarchy. --- ### Tips and Troubleshooting **I'm not sure whether a location should be a service location.** If cleaners work there, clock in there, or need site-specific service details, make it a **Service Location**. If it only organizes other locations, leave **Service Location** off. **My reports feel too broad or too narrow.** Check the parent location assigned to each service site. Reports become more useful when each site sits under the correct region or account group. **A manager can't see a location they should manage.** Confirm the service location is under the group the manager has access to. If it's outside that group, either move the location under the correct parent or add access for the manager. **I only have one region.** That's fine. You can use one top-level company location and place service locations directly under it, or create a single account group if that makes reporting clearer. --- ###### Still need help? 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