Before you assign a single Course, set up the building blocks that organize your team. Locations, Regions, Roles, and Departments determine who gets which training — and they're what make automated assignments and clean reporting possible.

Each is created from its own page under the People section. Here's what each one does.

Locations segment your team by site or geography. Every Trainee joins through a Location's signup link or QR code, and you can add them to more Locations after signup. Learn more about signup.

Regions group multiple Locations so you can manage and report on them together. Create your individual Locations first, then build Regions. Region groups appear under People > Locations.

Brands and Franchises also group Locations — Brands add a logo and color to brand the app experience, and Franchises suit franchisee-owned sites. Learn how to create Locations, Regions, Brands, and Franchises.

Roles segment your team by job title or function, and they drive permissions and reporting. A Role is added to a profile after signup, and you can assign multiple Roles as needed. Learn how to create and manage Roles.

Departments group Roles together, and can be organized hierarchically with parent and sub-departments. Find Departments under People > Departments.

Each building block is created from its own page under People — not the global "+ New" button. Open the page ("Locations," "Regions," "Roles," or "Departments") and click its "+ New …" button in the top right. There's no limit to how many you can create.

Start with Locations, since Trainees join through them. Then group Locations into Regions, Brands, or Franchises. Add Roles and Departments anytime — Roles are applied to profiles after signup.

Yes. A Trainee can be added to multiple Locations and assigned multiple Roles.