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Area setup and management

Myagi Support avatar
Written by Myagi Support
Updated this week

The Area is a way to separate a division of your business. Teams can be grouped within an Area to suit your administration and reporting needs (e.g., district, region, type, geography, department, or however you have set up your teams).

To create an Area:

  1. On your Myagi Training screen, select People.

  2. Select Areas.

  3. Select Create Area.

  4. Enter a name for the Area - this could be a location or any other meaningful label.

  5. Confirm creation by clicking Create Area.

Areas are usually designed for district or regional managers who look after multiple stores within a specific geographical location. Setting up an Area is a great way to look at and measure the training practices of that particular region collectively.

Assign an Area Manager to enable them to manage the teams. To assign or change Area Manager:

  1. Click the three dots menu next to the Area name and select Edit managers.

  2. Select a user (or multiple users) and confirm by clicking Update changes.

To change the Area name:

  1. Click the three dots menu next to the Area name and select Edit details.

  2. Enter a name and confirm by clicking Update changes.

To delete an Area:

Click the three dots menu next to the Area name, select Delete area, and confirm deletion.

Teams can belong to multiple areas. To add Teams to an Area:

  1. Click on the selected area and press Add Teams.

  2. Select Teams and confirm by clicking Add Teams.

To change the Team name or remove a Team from an Area:

  1. Click the three dots menu next to the Team name.

  2. Edit the name / click remove Team from area and confirm your action.

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