This article shows you how to edit a region in XSite so you can keep store groupings, contacts, and reporting information accurate and up to date.

Before you begin

• You must have permission to manage regions in XSite.

Steps

Edit a region in XSiteIO

1. Click [Settings] in the bottom-left corner and select [Regions].
2. Click the region Id or Name you want to update.
3. In the General Information tab, update the External Identifier if needed.
4. In the General Information tab, edit the Region Name.
5. In the General Information tab, choose a Category (Default, Reporting, District, Province, State, or Area).
6. Click the Sites tab.
7. Select or deselect sites to add or remove them from the region.
8. Click the Contacts tab.
9. Enter the contact Name, Phone, Mobile, and Email.
10. Click [Add] to save the contact.

Edit a region in XSite Classic

1. Go to Administration and select Regions.
2. Click the region Id or Name you want to update.
3. In the General Information tab, edit the External Identifier, Name, or Category.
4. Click the Sites tab.
5. Select or unselect sites as needed.
6. Click the Contacts tab.
7. Enter the contact Name, Phone, Mobile, and Email.
8. Click [Add] to save the contact.

Tips & Warnings

• Site changes save automatically. Review selections before leaving the page.
• Use consistent region names to avoid confusion in reports.
• If a site does not appear, confirm it is active and assigned correctly.
• Keep contact details current so reports and support requests reach the right person.