Documentation

Locations


The Locations section in MSPControl is used to manage physical or organizational locations associated with the current organization. A location can be used as a structured record for offices, branches, customer sites, or other place-based entities that need their own address details, contact numbers, default manager, and location-specific records. This page is useful when administrators want to keep users, groups, operational notes, credentials, files, and network details aligned with real-world sites or operational locations.

Locations

In addition to the main location list, MSPControl provides a detailed edit view for each location. That view includes separate tabs for General, Notes, Photos, Passwords, Certificates, Documents, and IP Addresses. This structure allows administrators to connect all location-specific information to one place by default, making it easier to manage the site as a complete record and easier for users to work with the correct location-based data without switching between unrelated areas.


Table of Contents


Locations Overview

The Locations page acts as the central place for managing location records inside MSPControl. A location can represent a branch office, customer office, remote site, warehouse, department site, or any other place-based entity the organization wants to track.

Because locations can be tied to users and other resources, this page is not only a simple address book. It is a structural part of the tenant that helps organize operational data by site. This becomes especially useful in environments where different users, groups, notes, passwords, documents, certificates, photos, and IP addresses need to be associated with a specific physical or business location.

The location record also makes daily administration easier. Instead of storing site-related information in separate unrelated sections, MSPControl allows administrators to keep it under the location itself. This gives users and administrators a more natural way to manage real-world offices and customer sites as complete entities.


Locations List Page

The main Locations page displays all created locations in a table. This list provides a quick overview of each location and allows administrators to create new entries, search the list, export data, and remove existing locations.


Locations Page Controls

  1. Create New Location opens the location creation form where a new location record can be added.
  2. Export allows administrators to export the location list. This is useful for reporting, auditing, or offline review.
  3. Category Filter allows the location list to be narrowed using the available dropdown options.
  4. Search helps locate a specific location by typing part of the location name, code, address, or other searchable value.
  5. Page Size Selector controls how many rows are shown in the location table at one time.

Locations Table Columns

  1. Location Name shows the visible name of the location.
  2. Location Code shows the code assigned to the location. This can be used as a short identifier or internal reference.
  3. Address shows the stored address information for the location.
  4. City shows the city value.
  5. State/Province shows the region or state value.
  6. Phone Number shows the stored phone number for the location.
  7. Actions provides row-level actions. In the screenshots provided, a delete action is visible.

This list is useful for quickly reviewing the organization’s site structure and confirming that important address and contact values are already stored.


Create Location

The Create Location page is used to define a new location record. The form is divided into two main blocks: General and Address. This structure makes it easier to separate identity-related fields from postal and contact information.

Create location
Create location


General Section

  1. Location Name defines the visible name of the location. This should clearly identify the office, branch, or site.
  2. Location Default Manager allows the administrator to choose a default manager for the location. This is useful when ownership or site-level responsibility needs to be defined.
  3. Location Code defines the internal or shorthand code for the location. This can be useful for reporting, filtering, integrations, or internal naming consistency.
  4. Website URL stores the website related to the location. This can be helpful when a location has its own local site, branch page, or customer-facing URL.

Address Section

  1. Street Address 1 stores the main address line.
  2. Street Address 2 stores a secondary address line, such as suite, unit, or floor information.
  3. City stores the city name.
  4. Country/Region stores the country or region for the location.
  5. Region (State) stores the state or region value associated with the country selection.
  6. Postal Code stores the postal or ZIP code.
  7. Phone Number 1 stores the main phone number.
  8. Phone Number 2 stores an additional phone number.
  9. Mobile Phone stores the mobile contact number for the location.
  10. Fax stores the fax number if needed.
  11. Update Address of all Associated Location Users controls whether the location address should also update the address information for users associated with that location.

This last option is especially important because it suggests that location data can propagate to linked users. Administrators should use it carefully to avoid unintentionally overwriting user address information.


Create Location Actions

  1. Save Changes and Exit saves the new location and returns the administrator to the previous page.
  2. Save Changes saves the new location without leaving the edit screen.

Edit Location – General Tab

The Edit Location view uses the same core fields as the creation form, but it also adds multiple dedicated tabs. The General tab remains the main place to update the location name, manager, code, website, address, and contact information.

In the example shown, the edit screen confirms that location records can hold realistic site-specific data such as website URL, city, and manager assignment. This makes the location record more than just a label. It acts as a maintained site profile inside MSPControl.


Why the Location Tabs Matter

The tabs inside the location record are there to keep all site-specific information attached to the location by default. This makes the location easier to manage as a real operational object instead of just an address entry. It also gives administrators and users a practical place to store and find everything related to that office or site.

For example, if a branch office has its own passwords, certificates, notes, local documents, photos, and IP addresses, storing all of them under the location makes the data easier to find and maintain. It also helps users work in a more natural way, because they can open the location and immediately access the information relevant to that specific place.


Edit Location – Notes Tab

The Notes tab stores textual notes related to the location. It includes a list view with fields such as note content, tags, created date, updated date, and authorization requirement. This is useful for internal comments, operational instructions, site-specific reminders, or controlled notes that should stay attached to the location record.

Edit location notes tab

This tab exists so administrators do not need to store location notes somewhere else and then manually remember which site they belong to. By attaching notes directly to the location, MSPControl keeps site context clear.

For a full explanation of how notes work in MSPControl, see Customer Notes.


Edit Location – Photos Tab

The Photos tab is used for location-related images. This can be useful for storing pictures of the site, office equipment placement, room setup, signage, rack layout, or any other visual documentation related to the location.

This tab makes it easier to keep visual site references connected to the actual location instead of spreading them across unrelated records.

For a full explanation of how photos are managed in MSPControl, see Customer Photos.


Edit Location – Passwords Tab

The Passwords tab is used for storing location-related passwords. This can be useful for site Wi-Fi credentials, alarm codes, shared local access credentials, or other secure values tied to the physical or business location.

This tab exists so shared site credentials can remain attached to the site they belong to, making them easier to manage and easier to locate later.

For a full explanation of how passwords are managed in MSPControl, see Customer Passwords.


Edit Location – Certificates Tab

The Certificates tab is used for storing and tracking certificates related to the location. This may be useful when a location has local services, devices, or documents that require certificate tracking and management.

This keeps certificate records tied to the correct office or site instead of leaving them disconnected from the location they support.

For a full explanation of how certificates are managed in MSPControl, see Customer Certificates.


Edit Location – Documents Tab

The Documents tab is used for storing location-related files and records. This can include local documentation, contracts, office instructions, site procedures, floor plans, or any other documents that should remain attached to the location record.

This tab helps keep important site files together with the location profile so users can access them in the right context.

For a full explanation of how documents are managed in MSPControl, see Customer Documents.


Edit Location – IP Addresses Tab

The IP Addresses tab is used to manage IP information associated with the location. This is useful when a site has one or more public or private IP addresses that should be tracked as part of the location profile.

IP Address


IP Addresses Page Controls

  1. Add IP Address opens the form for creating a new IP address record under the location.
  2. Allocate is used to allocate the selected IP-related resource.
  3. Deallocate Selected is used to remove the current allocation from selected IP entries.
  4. Category Filter allows the IP list to be narrowed using the available dropdown options.
  5. Search helps find a specific IP record.
  6. Page Size Selector controls how many IP records are shown at one time.

IP Addresses Table Columns

  1. Selection Checkbox allows one or more IP rows to be selected.
  2. IP shows the IP address.
  3. NAT Address shows the NAT address linked to the IP when applicable.
  4. Gateway shows the associated gateway value.
  5. Subnet Mask shows the subnet mask associated with the IP entry.

This tab is useful for maintaining a location-level network inventory, especially when branch offices or customer sites need a clearly documented network reference inside MSPControl.


Add Location IP Address

When administrators click Add IP Address, MSPControl opens the Add Location IP window. This form is used to create a new IP record and attach it directly to the current location. Keeping this workflow inside the location makes it easier to document network details in the exact place where they belong.

Add location IP address


Add Location IP Fields

  1. IP Address From defines the starting IP address. This is useful when the record represents the first address in a range or the only address being documented.
  2. IP Address To defines the ending IP address. This is useful when the record represents an address range rather than a single value.
  3. NAT Address stores the NAT address associated with the IP entry when applicable.
  4. Subnet Mask stores the subnet mask for the IP record.
  5. Default Gateway stores the gateway associated with the IP entry.
  6. Comments allows administrators to store additional context about the address, such as usage notes, provider information, device mapping, or operational remarks.

This form helps administrators record both single-address and range-based entries, which makes it useful for documenting different kinds of site network assignments.


Add Location IP Actions

  1. Add saves the new IP entry under the current location.
  2. Cancel closes the window without creating the IP record.
  3. Close in the upper-right corner closes the window.

How Locations Fit into MSPControl

Locations help connect physical or site-specific information to the rest of the organization. A well-maintained location record can provide address consistency, a clear manager assignment, location-specific notes, location-specific passwords, files, certificates, photos, and a network reference through IP tracking.

This makes the Locations page especially valuable in organizations with multiple offices, customer branches, remote sites, or any scenario where operations are distributed across different places.


Best Practices

  • Use clear and consistent Location Name values so each site is easy to identify across MSPControl.
  • Use Location Code consistently if the organization relies on site codes in reports, internal documentation, or integrations.
  • Assign a Location Default Manager when possible so ownership and responsibility are clear.
  • Use the Update Address of all Associated Location Users option carefully, because it may update multiple user records at once.
  • Keep site-specific information inside the correct location tab so the location record remains the primary place for site administration.
  • Use the linked documentation pages for Notes, Photos, Passwords, Certificates, and Documents when deeper operational detail is needed.
  • Use the IP Addresses tab and the Add Location IP window to keep location network information documented in the same place as the rest of the site record.
  • Review old or unused locations periodically so the organization structure remains clean and accurate.