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How do I create additional operations in Granular Insights?

Overview

Add multiple operations to your Granular Insights account to easily manage all your operations from one device.

Requirements

  • An active Granular Insights account. 
  • Active internet or cellular data connection.

Web - Process

  1. Login to the Granular Insights website.
  2. Click on the drop down arrow where your current operation name is located at the top right corner.
  3. Click on Add Operation
  4. Enter the name of the new operation.
  5. Click Save when finished.
  6. Click on field name drop down menu to switch between operations.

Mobile - Process

  1. Log in to the Granular Insights mobile app.
  2. Open the navigation menu Screen_Shot_2021-03-10_at_8.58.59_AM.pngand click on the operation name.
  3. Click on Add Operation at the bottom of the screen.
  4. Enter the name of the new operation.
  5. Click Save when finished.
  6. To switch between operations, open the navigation menu, click on the operation name and select a different operation from the list.

 

Related Articles
How do I create a Granular Insights account?
How do I change my account settings?
How do I manage account access for users within my operation in Granular Insights?

How can I view additional operations in Granular Insights?

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