How to manage environments

How to manage environments

If you need to edit or archive an existing Environment, follow the steps below to make the necessary changes.

Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings.


Step 2: Navigate to the tab "Setup," and click on "Environments."


Step 3: Within the list of existing Environments, click on the three-dotted icon on the right-hand side.


There are four options available, they are:

Edit information: edit the Environment's name and save your changes when done.


Edit assigned buildings: add or remove the buildings associated to the Environment.


Edit assigned suppliers: add or remove the suppliers associated to the Environment.


Archive: archiving the Environment will keep it assigned to its suppliers, but its buildings will be removed.


The archived Environments can be reactivated within the tab Archived.


If you have any questions, please contact our Support team.