Regions & Occupations

Regions and Occupations are reference data used throughout the platform for user profiling and content targeting.

Regions

Regions represent geographic areas where agents operate. They are used for:

• User assignment — Every agent and manager is assigned to a region
• Content targeting — Trade Updates can be targeted to specific regions
• Library content — Photo/video galleries can be region-specific
• Manager scoping — Managers only see users in their region
• Locale detection — Agent’s preferred language is auto-detected from their region

Managing Regions

1. Navigate to Settings → Regions (or Configuration → Regions)
2. Each region has:

3. Regions are publicly readable (used in the registration form dropdown)

Be careful when editing region names — they are referenced by users, content, and access control rules.

Occupations

Occupations represent job titles for agents. They appear in the registration form dropdown.

Managing Occupations

1. Navigate to Configuration → Occupations
2. Each occupation has:

3. Occupations are publicly readable (used in registration)
4. Only admins can create, edit, or delete occupations