💡 Note: Areas are only available on The Standard Plan
What are Areas?
Areas allow sites to be organised into groups. This is especially useful with larger organisations that have many sites, as areas can be used as a filter for reporting.
Some examples of how to set up areas are:
Physical Locations - e.g. An organisation has a group of sites in a particular geographical location, they may want to group these sites into an area.
Different Reporting Groups - e.g. Sites grouped by which Operations Manager they report to.
How do I create an area?
Head to the admin navigation in the top right-hand corner of Trail.
Select 'Areas' & hit 'New Area'.
Once the new area has been named hit 'Save'.
How do I assign sites to an area?
Head to your 'Site Settings' using the admin navigation in the top right-hand corner
Select the site you would like to assign to an area
In the Site Settings you'll see a dropdown that says 'Area' - from there you'll be able to pick from the available list
Save & close your changes
How do I bulk assign a site to an area?
Head to your Sites page by clicking on your company name in the top right corner of Trail and selecting 'Site Settings'.
Select the checkbox next to the site(s) you want to update.
Choose the area the sites should belong to and select 'Assign Area'.
Once confirmed, the sites will be assigned to the area.
💡 Note: Sites can only belong to one area at a time. Demo sites and archived sites cannot be assigned in bulk.
How do I filter by an area for reporting?
Head to the 'Reports' tab
Select 'Task Reports'
Select the 'Sites' filter - at the top of the list of Sites will be the list of your Areas
How do I assign a user to an area?
💡 Note: Only Manager Permission Level users can be assigned to an area. Admins have access to all sites as standard and team-level users can only be assigned to a single Site.
Head to the 'Users' page using the admin navigation in the top right-hand corner
Select the user profile you would like to assign
Scroll down to the 'Site Access' section - you will see the list of Areas that are available to assign the user to.
