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

You can build a location structure that matches your company, with as many levels as you need, for example site › building › room.

Add locations

  1. Click Locations in the left menu to open Sites & Locations.
  2. Click Add location. In Create a location, type the Name and choose the Parent location, or No parent for a top-level location. Click Create.
  3. To add a sub-location, click + (Add sub-location) on the row of the location it belongs under.

Sites & Locations with the Add location button

The Create a location dialog with Name and Parent location

You can also add locations from the left menu: Add location is at the bottom of the location list under Manage SDS Library. Did you import a ZIP file with folders? Then the folders became locations already: How do I import our current file-based SDS library?

Move a location to another parent

  1. Open the location in Manage SDS Library.
  2. Click More options (⋯) at the top right and choose Edit location settings.
  3. Choose the new Parent location and click Save.

The Edit location dialog with the Parent location field

Archive or delete a location

Click Move to archive on the location's row in Sites & Locations. Its sub-locations are archived too. Read more: Where can I see archived locations? · How can I delete a location?