Location Groups and Regional Manager Role (Region Mode)

What are Location Groups and the Regional Manager Role?

SalesPath now supports Location Groups — a way to organize your locations into hierarchies (regions, districts, zones) and assign managers who only see the data relevant to their area. This is especially useful for multi-region operators who want to give a manager in Region A visibility into Region A only.

Three pieces work together:

• Location Groups organize locations into hierarchies and ad-hoc collections.
• The Regional Manager role sits between Site Manager and Tenant Admin, scoped to a specific group.
• Features across SalesPath — reports, users, contact groups, meetings, announcements, contests, and more — respect group scope, so managers only see what’s in their assigned area.

This system is controlled by a setting called Region Mode. Until Region Mode is turned on, location groups exist in the system but do not affect anyone’s experience.

Turning on Region Mode

When Region Mode is on:

• The Location Groups manager becomes accessible from Settings.
• The user creation and edit form gains a Location Group dropdown.
• “Regional Manager” appears as an available role in the role picker.
• Reports gain a Location Group filter.
• Contact Groups gain a Location Group column and a tenant-wide vs. scoped distinction.
• Weekly Meetings can be scheduled per group.
• Announcements, contests, sales-stream posts, and similar broadcasts respect group scope.
• The user list shows a Location Group column.

When Region Mode is off, all of the above is hidden and everyone with permission sees tenant-wide data, the same as before this feature was introduced.

Only Tenant Admins and above can manage Location Groups. Regional Managers, Site Managers, and Salespeople do not see the Location Groups page in Settings, even within their assigned region.

Location Groups

The two kinds of groups

Location Groups come in two types that serve different purposes. You can use both at the same time.

Organizational Groups

These form a strict hierarchy — think regions, districts, and zones that mirror your org chart.

• Each location belongs to exactly one organizational group.
• A group is configured to either contain locations (a leaf group) or contain other groups, and that choice is fixed at creation.
• The system always keeps at least one organizational group — you cannot delete the last one.
• References to “location group” throughout this article refer to organizational groups unless otherwise noted.

Reporting Groups

These are flexible, ad-hoc groupings with no hierarchy.

• A location can belong to as many reporting groups as you want.
• Members can be a mix of locations and entire organizational groups.
• Useful for pilot programs, performance tiers, or custom analytics — anything that doesn’t fit your org chart.
• Reporting groups are visible to Tenant Admins and above in the reports filter.

Creating a group

From Settings > Location Groups, click Create Group.

1. Pick a group type. Choose between Organizational Group and Reporting Group.
2. Pick a child type (organizational groups only). Choose between Contains Locations and Contains Groups. This cannot be changed after the group is created.
3. Fill in details. Enter a group name and pick members from the autocomplete. Locations already in another group will show a “Currently in: [Group Name]” label so you know moving them will reassign them.

If your selections will move a location from another group, a Reassignment preview panel will summarize who is affected before you save.

Editing and deleting groups

Click the pencil icon on a group to reopen it in edit mode. You can change the name and members. You cannot change the group type or, for organizational groups, the child type.

Click the delete icon to open the Delete Group dialog. You will be required to choose a target group to reassign the group’s members to — you cannot delete a group and leave its locations or users without a home. Note: You cannot delete the last organizational group in your tenant.

Assigning users and locations

Assigning users to a Location Group

When Region Mode is on, the user form includes a Location Group dropdown that sets the user’s “home” group and determines what they can see across the app.

• Salesperson, Site Manager, and Regional Manager — a group is required. The form will not save without one.
• Tenant Admin and above — the dropdown includes an All Location Groups option, which keeps them tenant-wide.

A user’s default location must live inside their assigned location group’s hierarchy. Select the group first and the default-location dropdown will narrow to valid choices.

The location-group dropdown is filtered to groups the creator can manage. A Tenant Admin sees every group; a Regional Manager creating a salesperson only sees their own group and descendants.

Assigning and moving locations

Locations can be assigned to an organizational group from Settings → Location Groups or Settings → Location Manager.

• A location must belong to exactly one organizational group and cannot be left unassigned.
• A location can also be added to any number of reporting groups separately from its organizational home.
• Moving a location between organizational groups will automatically move all salespeople whose default location is that location to the new group. A Reassignment preview will surface this before you confirm.
• Only Tenant Admins can move locations between groups. Regional Managers can edit locations within their region but cannot relocate them to a different group.

How Location Group assignment shapes visibility

Group assignment determines three things at once: what a user sees in lists and reports, what they can edit, and what is invisible to them entirely.

The three zones

For any user assigned to an organizational group, the system divides the tree into three zones:

• Their group and everything below it — they can see and edit. Reports, user lists, location lists, and creation forms all operate within this zone.
• Their group’s ancestors (the path up to the root) — they can see but not edit. This lets them know where they sit in the larger org and ensures tenant-wide items flow down to them.
• Sibling and cousin branches — completely invisible. A Regional Manager in East Region has no visibility into West Region.

This three-zone rule applies everywhere: reports, users, locations, contact groups, contests, announcements, and weekly meetings.

Example: same role, different reach

Consider this Location Group structure:

The same Regional Manager role behaves differently based on group assignment:

• Assigned to “USA” (root) — manages essentially the whole tenant.
• Assigned to “East Region” — sees and manages New York District, Boston District, and all locations underneath. West Region is invisible.
• Assigned to “New York District” — reach narrows to Manhattan and Brooklyn only. Boston District is invisible.
• Assigned to a single-location group — effectively a single-location reach. A Site Manager is typically a better fit for this use case.

The role controls what actions a user can take. The assigned location group controls what data they can take those actions on.

The Regional Manager role

The Regional Manager is a role that sits between Site Manager and Tenant Admin. They oversee multiple locations within a defined region — more reach than a single Site Manager, less authority than a Tenant Admin, scoped to their assigned group.

Regional Managers land on the Live Dashboard on login (the same view a Site Manager or Tenant Admin sees).

What a Regional Manager can do

Within their assigned group and all descendants, a Regional Manager can:

• See and manage users (create, edit, deactivate) — Salespeople and Site Managers only.
• See and manage locations (edit settings, presentations, etc.).
• View management reports, automatically scoped to their region.
• Access the Weekly Guided Coaching Report and Listen Analytics Report.
• Manage contact groups that belong to their group, and view tenant-wide ones.
• Send announcements to users in their region.
• Create contests scoped to their region.
• Schedule and run weekly meetings for their region.
• Edit commission items for their locations.
• Post to the sales stream and chat with their region as the audience.

What a Regional Manager cannot do

• Create users above their own role tier (cannot create Regional Managers, Tenant Admins, etc.).
• See or affect any data outside their assigned group hierarchy.
• Move locations between organizational groups.
• Create, edit, or delete Location Groups (that is Tenant Admin and above only).
• Manage tenant-wide settings (slideshows, agreements, marketplace rewards, gaming config, data categorization, scheduled email notifications, training/enterprise settings, device orders, feature permissions).
• Create tenant-wide contact groups, announcements, or contests. Anything they create is scoped to their region.
• Create or edit commission plans (Tenant Admin only).

How each existing role is affected when Region Mode is enabled

Tenant Admin

Tenant Admins remain tenant-wide and see everything. What changes for them:

• They gain access to the Location Groups page in Settings.
• They can create Regional Managers when Region Mode is on.
• Reports, user lists, and contact groups show new Location Group columns and filters, with “all groups” selected by default.
• They are the only role that can move locations between organizational groups.

Site Manager

Once Region Mode is on:

• A Site Manager must be assigned to a location group (required on the user form).
• The three-zone visibility rule applies: they see and edit within their assigned group and descendants, see ancestors as read-only, and have no awareness of sibling branches.
• They can only assign new salespeople to their own group.

Note: In a single-region setup with Region Mode on, all Site Managers will share the one organizational group.

Salesperson

For salespeople, Location Groups is mostly invisible. They live at one location, and that location’s group assignment determines what they see in scoped feeds (sales stream, announcements) and how they appear in reports.

The one thing that can affect them: if a Tenant Admin moves their location into a different organizational group, they are automatically moved along with it.

How Region Mode impacts each feature in Salespath

Reports

• A Location Group filter appears at the top of management reports when Region Mode is on.
• Reports are automatically filtered by the viewer's scope — Tenant Admins see everything, Regional Managers see only their region. 
• Two reports are now accessible to Regional Managers (previously Tenant Admin only):
  • Weekly Guided Coaching Report
  • Listen Analytics Report

Weekly Meetings

• The settings panel adds a Group dropdown. Each group can have its own day-of-week, time, and duration. The tenant-wide schedule remains the default when no group is selected.
• The “Start Meeting” dialog gains a Group picker so the meeting host can choose which group’s meeting they are running.
• An informational alert reminds hosts: “Some users assigned to a smaller region within this group may not see all of the data in this meeting. If you’d like everyone to see the same data, share your screen during the meeting.”
• Regional Managers can schedule and run meetings for their region; Tenant Admins can do it for any group or tenant-wide.

Announcements

• An announcement can be tenant-wide or targeted at one or more location groups.
• Regional Managers can only target groups in their hierarchy.
• Recipients only see announcements that are tenant-wide or targeted at a group in their hierarchy.

Contests

• A contest can be tenant-wide or scoped to a specific location group.
• Regional Managers create contests for their region and can pick any locations within their accessible groups.
• Salespeople and Site Managers only participate in contests visible to their group.

Sales Stream and Chat

• The Sales Stream composer’s audience picker only lets you target groups you can reach. A Regional Manager can post to their entire region or a specific descendant group, but not to a sibling region.
• Salespeople only see posts targeted at their group or location.
• Chat conversations are limited to participants within the user’s scope.

Commission

• Regional Managers can edit commission items for the locations they manage.
• Commission plans remain a Tenant Admin function.
• The location selector in commission editing is filtered to the user’s accessible locations.

Locations and User Management

• The Users list shows a Location Group column. Filtering by group narrows the list.
• The user edit form includes a Location Group select.
• The Locations admin form shows a Location Group select. Tenant Admins can move a location between groups; Regional Managers can edit a location within their region but cannot relocate it.

Customers and Sales Activity

Customer records do not have an explicit group field — their scope flows through their location. A Regional Manager naturally only sees customers attached to their region’s locations. Customer creation forms only let users choose locations they can already see.

Sales activity (calls, transactions, presentations) inherits the same model, scoped through the location it occurred at.

System Status and Marketplace Fulfillment

A Regional Manager only sees alerts and fulfillment failures for their region’s locations. 

Quick reference: who can do what

"Scoped" means yes, within their assigned group hierarchy. "—" means the action is not available for that role.