Manage the List of States of Operation (for US companies)
For some of the chosen country editions, it is possible to define the list of territories within the country, where the company operates. The most common example is the list of the states in the USA.
Once defined, only the selected states will be applicable in all the relevant systems and user-oriented selectors, in particular, your credit products can be defined for each specific state.
To edit this list, go to Settings → Company settings → States management
Disable States Management
If your company operates under government law or for another reason does not differentiate its activity among states, you can turn off the States management feature (disable the switcher at the top of the page) and click the “Save changes“ button
Add/Remove States
If the “Use states management” flag is on, the alphabetic list of all the US states will appear below it. You can:
Add all states to the list: Click the “Select all“ button
Remove all states from the list: Click the “Clear all“ button
Enable/disable specific check-boxes of specific states
Limitation on Removal
If a state has been used in a credit product setting, it cannot be removed from the list. The corresponding message will be displayed when trying to remove it.
Add/Remove Inhabited Territories
In the same way (and with the same limitations on Removal) you can manage the Inhabited Territories (an alphabetic list is available below the States)
Use the Map View
Below the list you can find a map view - another convenient way to see which states/territories have been included to your company’s operation list. The enabled ones are displayed in blue, while the rest are in grey.
NOTE: In the same manner, it is possible to manage the list of provinces in New Zealand and other territory divisions, if applicable for the edition. |
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