Overview

The Geographical Setup section allows you to configure and manage geographical data within the system, which is subdivided into Areas and Regions.

Areas

Path: Setup > Geographical > Areas

Security: To access these settings, ensure your role has the Setup > Area (Geographical) security option activated under the Report Section.

Regions

Path: Setup > Geographical > Regions

Security: To access these settings, ensure your role has the Setup > Regions security option activated under the Report Section.

Documentation

Section	Description	Documentation
Area	This section explains how to add new geographical areas where your clients reside	Area
Region	This section allows you to group specific branches within your legal entity into regions	Region