Create and manage facilities · Docs

What a facility is

A facility is one building or site: a warehouse, a store, a factory, a yard. It holds its floor plans, the shapes you draw on them (areas, racks, walls, doors, stairs, lifts, labels, 3D models), and the data links that put live records on the map. Everything in this group of guides happens inside one facility.

The Facilities screen in the sidebar lists every facility in the workspace: "Every facility in this workspace. Open one to edit its layout, share it, or change its settings." The demo workspace Acme Corp has three, among them Acme Supermarket and Acme Warehouse.

Facilities screen in the Acme Corp workspace with Settings and Add facility buttons, KPI cards for Facilities 3, Bins 524, Occupancy 81% and Assets 25, a search box, Only empty filter, Name sort, grid and table toggle, and a card for each of the three facilities with its floor-plan thumbnail

Role	What they can do here
Owner, Admin	Everything: create, share, duplicate, change settings, delete, and bulk-delete several facilities.
Editor	Create, share, duplicate and change settings. Can’t delete.
Viewer	Open a facility (Edit layout) and Preview it. The other actions are greyed out with "You have view-only access in this workspace."

Roles are explained in Members and roles.

Create a facility

A new workspace starts empty: "No facilities yet — Create a facility, drop in a floor plan, and start mapping racks, zones and assets." Both Add facility buttons open the same dialog.

Empty Facilities screen in a new trial workspace with a 7 days left in your free trial banner, the No facilities yet message and an Add facility button

1
Click "Add facility"
Top right of the page. The New facility dialog opens: "Add a facility to start placing racks, bins and assets."
2
Name it
Facility name is the only required field (the placeholder suggests "e.g. North DC"). Create facility stays disabled until it has a name.
3
Add an address (optional)
Address is shown in the table view and is searchable ("Search by name or address"). It does not move the map: you find the building with Search places… in the editor.
4
Pick a colour
Eight swatches under Pick a color. The colour marks the facility on its card, in table rows and in the editor’s facility pill, which helps when you have many.
5
Click "Create facility"
A toast confirms "Acme Warehouse created" (or "… created in Inventory" when you are working inside a solution, which the new facility joins). The dialog closes and the facility appears in the list.

New facility dialog with an empty Facility name field (placeholder e.g. North DC), an optional Address field, eight colour swatches under Pick a color with violet selected, and Cancel and Create facility buttons

Every new facility also gets a set of eight ready-made reports (Overview, Floors, Areas, Racks and more) that fill in as you draw. They are covered in Built-in facility reports.

Find a facility: search, sort, grid and table

The four KPI cards (Facilities, Bins, Occupancy, Assets) total whatever the list currently shows. Search or filter and they narrow with it; the Facilities card then reads "Showing 2 of 3".

Search matches the name or the address.
Only empty shows facilities that have no bins yet.
Sort: Name, Occupancy, Most bins, Most assets, Most racks or Most floors.
Grid / Table switches between cards and a sortable table. The match count ("3 matches") sits beside the toggle.

View	What you see
Grid	One card per facility: a floor-plan thumbnail, the name with its colour dot, Racks / Bins / Assets, and an Occupancy bar ("Racks placed — no bins configured yet." when there are racks but no bins). Click anywhere on the card to open the editor. Preview on the card opens the read-only view; ⋯ opens the actions menu.
Table	Columns Name, Address, Share links, Racks, Bins, Occupancy, Assets and Floors; click a header to sort. Rows per page: 10, 25, 50 or 100.

In the table the Share links column shows a chip per link: click it to copy the link, use the pencil to configure it, or +N to open Manage share links. A facility without links offers Create link.

Facility actions

The ⋯ button on a card or table row opens the same menu in both views.

The actions menu open on a facility card, listing Edit layout, Preview, Share, Duplicate, Settings and, in red, Delete facility

Action	What it does
Edit layout	Opens the facility in the layout editor (the same as clicking the card).
Preview	Opens the read-only viewer in a new tab, with live data on: what your team and share-link visitors see. See Viewer overview.
Share	Opens Share facility: on Manage links if the facility already has links, otherwise on a new link. See Share links.
Duplicate	Opens Duplicate facility (next section).
Settings	Opens the Settings dialog on the Facility tab (below).
Delete facility	Permanently deletes the facility. Owners and admins only.

Duplicate a facility

Duplicate facility "Creates a new facility with the same racks, shapes, bins, style rules and data sources as" the original. The name is pre-filled with " (copy)" and the colour with the original’s; change either, then confirm. The copy also gets its own eight facility reports.

Facility settings

Settings on a facility’s menu opens the Settings dialog ("Edit facility sharing and default view, or change global defaults.") on its Facility tab.

Settings dialog on the Facility tab, with Facility name, Address and Color, the Publicly viewable switch with its share token and Copy link and Regenerate buttons, the Default view block with Set view, and the Role vocabulary lists for Areas and Points

Setting	What it does
Facility name, Address, Color	Rename the facility or change its address and colour.
Publicly viewable · Share token	The facility’s single built-in public link, separate from share links. Copy link copies it. Switching Publicly viewable off makes that link return 404 without changing the token; Regenerate issues a new token, and the old link stops working once you save.
Default view	Where the camera opens when the facility has nothing drawn yet. Set view starts from the facility’s centre; adjust Lng, Lat, Zoom, Pitch and Bearing, or Clear it. Once a floor plan is placed, the editor and viewer frame the floor plans instead.
Role vocabulary	The kinds of Areas (polygons) and Points (circles) this facility uses ("Office, Storage, Loading bay, …"), each with a label, key and colour. They fill the Role picker on areas and circles in the editor.

Delete facilities

Delete facility asks "Delete facility?" and explains that it "permanently deletes … its floor plans, racks, bins, shapes, share links and data links." Type the facility’s name to enable the button. Tables, integrations and their records belong to the workspace and are not touched.

Owners and admins can also clear out several at once. Hover a card (or use the table’s checkboxes and Select all), tick the facilities, then click Delete in the bar that shows "N selected". The confirmation reads "This permanently removes the selected facilities and every shape, bin, and rule attached to them."

Open the editor

Click a card, or Edit layout in its menu, to open the facility in the layout editor. A facility with a floor plan opens framed on it; a brand-new one opens on a world view, so type the address into Search places… at the top of the map and fly there before you place your first floor plan.

The layout editor with the Retail Mart Store floor plan on the map, the tool rail on the left, the Retail Mart Store and Data links (4) pills at the top, and the Workspace side panel listing Layers on the right

Tour of the layout editor: what every part of the screen does.
Import a PDF or DWG floor plan: put your building’s drawing on the map.
Add a floor plan to the map: place, align and stack floors.

More in Build a facility