Understand Customer Locations

Last Updated: May 21, 2020

Go to Customers → Locations on the Relay left navigation panel.

Locations contain records of Customer Locations. Each Location record includes comprehensive information on Location Technology, Issues, Network, Compliance etc. It also includes a Public Chat for each Location. A Customer may have multiple Locations.

A Customer Location is a specific business location associated with the Customer. Many Customers will only have one Location that is automatically created when you add or import the Customer, while chain businesses will have multiple Locations.

Relay Customer Profile 4

Click pencil icon` or double-click on a Customer Location to open it. NOTE: icons and actions marked with GA are only accessible to users with Group Admin permissions.

Relay Customer Profile 10

  •  (Contacts): view, (GA only) add, and edit information on Customer Users associated with the Location.
  • (Issues): view and filter current and past Issues associated with the Location.
  •  (Technology): view and edit the Technology List for the Location and view the state of each device.
  •  (Network & Site Health): view detailed analytics for the Location’s devices, system, bandwidth, channel, Issues, and network.
  •  (Network Map): see a visual representation of the Technology associated with the Location. Move the Technology icons around to edit the map.
  •  (Files): view and upload files associated with the Customer Location.
  •  (GA, Notification Logs): view a record of notifications for the Customer Location.
  •  (Profile Matrix): set up Location-specific overrides to the Organization-wide monitoring rules that are used when a Location has a Relay Proactive device deployed.
  •  (Custom Fields): (optional) Organizations can request for custom fields to be added to a Location’s Profile.

General Icons

  • : switch between minimized Customer Locations modals. Press Shift and click on the name of the minimized record in the dropdown to remove it from the open modals list: .
  • : go to the associated Customer profile.
  • : open/close the Customer Location public chat.
  • : create an Issue for the Customer Location.
  • : close a Customer Location modal.
  • : minimize a Customer Location modal.

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