Geolocation

Estimated reading time: 1–2 minutes

Overview

The Geolocation feature in Coperniq allows you to track where users are when clocking in and out, using virtual boundaries (geofences). You can enable it for specific roles or teams, define clock-in behavior, and send notifications when users arrive or leave job sites.

Accessing Geolocation Settings

To access the geolocation settings:

• Click your company name in the top-left corner of the app

• Select Workspace Settings

• Scroll to Advanced Settings

• Click on Geolocation
  

  

Turning Geolocation On/Off

At the top of the Geolocation panel, toggle the Geolocation switch ON or OFF.
Geolocation must be enabled for any of the features below to function.

Editing Geolocation Configuration

To set up who is tracked, how tracking behaves, and when users clock in/out:

1. Click Edit in the top-right of the Geolocation card

2. Select roles and/or teams who will be geolocated:

   • Roles: Admin, Manager, Worker, Sales, etc.

   • Teams: California PMs, Nevada Dealer, etc.

3. Configure Geofencing (optional):
   
   Geofencing allows you to define a virtual boundary around a location (e.g., a job site). When users enter or exit that boundary, clock-in/out actions can be triggered.

   • Toggle Geofencing ON to set virtual boundaries

   • Set a geofencing radius (e.g., 900 ft)
     

     

4. Set Clock-in/out behavior:

   • Automatically: Users are clocked in/out when they enter or leave a geofenced area

   • Manually: Users receive reminders to clock in/out near the location

   • Only allow clock-in within geofence: Restricts users from clocking in outside the defined area

     

Click Update to save your settings.

Geolocation Notifications

Once geofencing is enabled, you can configure automatic alerts:

• Notify when clocking in/out automatically

• Remind users to clock in/out manually when near a location

• Delivery methods: Push, SMS, and Email

• Receivers: Typically set to Assignee

To adjust delivery methods or recipients, click the Edit button next to each notification option.

Best Practices

• Select only the roles or teams that require location tracking

• Set a practical geofencing radius (e.g., 900 ft) to ensure accurate clock-ins

• Use appropriate notification channels — Push, SMS, or Email — based on your team's needs

• Enable “Only allow clock-in within geofence” if strict location compliance is necessary