Not logged in - Login

Settings \ Offices

Nav Menu » Settings \ Offices

1. From the Nav Menu on the left-hand side of the screen, select the Settings icon (it looks like 3 gears), then from the menu select Offices. You are now on the Offices screen. This screen shows all the Offices in your Organization. Each Office shown has been assigned a unique GUID (Globally Unique Identifier), which is a unique 128-bit integer number, Office ID # and an Organization ID #.

From the Offices screen, you can Add, Edit, or Deactivate an Office.


2. Click Add to add an office. Enter the Required Name and Default Location of the Office you would like to add, then fill in as much information as you can. When you are finished, click Ok. You also have the option of adding a picture of the Office by clicking the Photo Tab (next to the Properties Tab) and then browsing to the picture location. Once added, Offices are automatically given a unique GUID, Office ID #, and an Organization ID.


3. After you Add an Office, you may wish to edit it. To do that, click the Name of the Office you would like to edit (the fields will then be highlighted in blue), then click the Action box, and finally select Edit.

The Edit Office screen will then appear. Here, you can change the address, city, state etc. and/or attach a photo of the Office if you wish by clicking the photo Tab.


4. After you Add an Office, you may wish to Deactivate it (if it no longer used for example). To do that, click the Name of the Office you would like to Deactivate (the fields will then be highlighted in blue), then click the Action Box, and select Deactivate.

After an Office has been Deactivated, a red power icon in the Active column next to its’ name will signify that it has been deactivated.