Organize Your Locations

Click + and select Folder. Folders let you group Locations and Websites into logical categories — regions, departments, floors, whatever fits your org.

• Folder name — Give it a descriptive name (e.g. "Europe" or "Ground Floor").
• Parent Folder — Choose where it sits in your hierarchy. Leave it as Root for the top level.
• Permissions — Control who can access this folder and everything inside it. Click Add user to grant access and assign a role — Admin or Standard. You cannot edit your own permissions.

Click Save to create the folder.

Click + and select Location. A Location is a physical place — a store, office, clinic, you name it.

1. Information — Enter the Location name (autocomplete suggests matching addresses to auto-fill address and timezone), choose a Parent Folder, fill in the Address (Line 1, Town / City, and Zip / Post code are required), select a Timezone (locks after creation), optionally upload an Image, and set Operating hours and Operating days.
2. Touchpoints — Add Touchpoints to start collecting feedback. Check the table below for which guide to follow.
3. Permissions — Works the same as folder permissions — click Add user, assign a role, and save.

Click + and select Website. A Website represents your web domain and holds widget Touchpoints.

1. Installation — Enter a Website name (e.g. "ombea.com"), choose a Parent Folder, and copy the auto-generated JavaScript snippet to paste just before the closing tag on every page where you want widgets to appear.
2. Touchpoints — Add widget Touchpoints to start collecting feedback. Check the table below for which guide to follow.
3. Permissions — Works the same as folder permissions.

Single-click any item on the admin page to open the details panel on the right. Click the pencil icon to reopen the wizard with your current settings pre-filled.

A few restrictions to keep in mind:

• The folder name is disabled for the root folder.
• The timezone on a Location is permanently locked after creation.
• Parent folder is disabled if the item is not moveable.

Open the details panel and click the trash icon. A confirmation dialog asks you to confirm. You cannot delete the root folder.

Deleting a Location or Website also removes all results associated with it. This is irreversible — move any Touchpoints or sub-items elsewhere first.

Single-clicking opens the details panel on the right, where you can view, edit, or delete. Double-clicking navigates into a folder, showing its contents. The breadcrumb trail updates so you can find your way back.

There is no hard limit. That said, keeping your hierarchy reasonably shallow — two or three levels — makes navigation and permissions management much easier.

Users granted access to a folder can see all Touchpoints and sub-folders within it, unless further restricted at a lower level. If the edit button is grayed out, you do not have permission to modify that item.