Use Locations to segment your organization within Beekeeper in a flexible and scalable way. Locations enable local managers (Location Admins) to create more locally-relevant content and use Beekeeper operationally and autonomously at a local level. Meanwhile at a Global level, you get a great overview of all your Locations. You can also easily compare Analytics and target engagement broadcasts such as Campaigns and Surveys to any Location.
How do I navigate Locations?
- Click on “Global” in the sidebar of the Dashboard to open the Locations popup.
- Select any Location from the list to dive into its local Dashboard.
- Click again on the Location name in the local Dashboard sidebar to return to the main Locations sidebar.
- Return to the Global Dashboard by selecting“Global”in the popup.
Alternatively, you may look for the desired location in the Search box by typing the first letters of the location name.
How do I assign users to Locations in a bulk import?
Once Locations is set up and you’re happy with the structure, create a new user import/export CSV file under “Users & Groups -> Imports”. This should include columns for each of your Locations. Mark “x” in each user’s row to assign them to a specific Location. It is possible to assign users to multiple Locations. However, this is only recommended in special cases (for example, management members overseeing multiple Business Units who do not have Global Admin rights).
What is the purpose of the default Location?
All users who are not assigned to a Location can be found in the Default Location (visible with a yellow flag in the Locations sidebar). Assign these users to a Location individually via Users & Groups -> Users -> [Select User] -> Locations or via the next user import.
What happens to users not assigned to a Location?
These users can be found in the Default Location. They will not be able to access any other Location streams. See “What is the purpose of the default Location?” for details of how to assign these users to a Location.
What is the difference between a Location and a Unit?
Imagine a folder structure. In this structure, “Global” is the first folder you open. Underneath it are the Organizational Unit folders, which may contain either other Units or Locations. So what is the difference between the two?
- Locations contain users, but Units do not. Unit admins must be a member of 1 member Location.
- Units are for organizational and analytical purposes only: imagine an EMEA Unit with the Locations Germany, France and UK underneath it. If a Global Admin targets EMEA with a Survey, it will be sent to all users in the Locations Germany, France and the UK.
- Both Locations and Units can have Admins. Unit Admins can view and interact with all Locations downstream from their Unit. This is perfect for Regional Managers. Location Admins can view and interact with their Location only. This is great for General Managers working operationally with local properties and teams.
- Locations and Organizational Units are marked with unique icons in the dashboard so that one can easily differentiate them.
When should I use Locations and when should I use Groups?
- Use Locations to provide a basic structure mapping your organization, either from a geographical or business perspective.
- Use Groups to bring together teams, departments or areas of interest across your organization or within any Location.
- For example, you could create a Global Marketing Group. Global Admins can then view analytics for Marketing globally, or target Surveys and Campaigns to all Marketing employees. Within your Atlanta Location, there may also be an Atlanta Marketeers Group to allow for closer local management and more relevant targeting.
Users are not aware of which Groups or Locations they belong to. However, the structure allows for global oversight, local management and more relevant content provision. Thanks to a smart setup of Locations and Groups, each user can see Beekeeper content that is totally relevant to their role and their local environment, and still receive important regional, departmental and company-wide updates.
How should I set up my organization’s Location structure?
Locations is a flexible structuring tool. You can choose to map your organization geographically or from a business perspective.
Put some thought into which approach works best for your business. Think about how communication flows currently - is it more relevant to group your employees by business unit/department or by their physical location? Which structure results in more relevant content and insightful analytics?
You can also choose to have a simple, 2-level structure consisting of just Global and Locations, or a more complex tree involving Units. Units help you to group Locations together for easy targeting and oversight. However, Units are usually implemented only in businesses with 20+ Locations or 1000+ users. We recommend keeping your structure as simple as possible, whatever your size.
The goal of Locations is to save time and raise productivity, facilitate delegation and increase content relevance. Consult with your Customer Success Manager to decide which structure works best for you.
Where can I see my organization’s Location structure?
You can see your Location structure in the sidebar of the Global Dashboard. Just click on “Global” to access the Locations popup. Here, your Locations and Units are organized in a clear organogram structure.