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Offices

This page is where you manage your organization's office locations, including names, addresses, and other details.

Offices list

Managing Your Office List​

From this page, you can:

  • View all configured offices
  • Add new offices
  • Edit existing office details
  • Remove offices you no longer need

Adding New Offices​

To create a new office, click Add Office and fill in:

  • Office name
  • Physical location/address
  • Any additional details
Add office

Removing Offices​

To delete an office:

  1. Select the office from the list
  2. Click the Delete button
  3. Confirm the deletion when prompted
Delete office

How Offices Are Used​

Offices are referenced in several areas of the platform:

  • You can associate users with specific office locations
  • Workflow rules and routing logic can reference office data
  • Reports and analytics can be filtered by office
  • Assets and resources can be tracked per office
  • Location-based notifications and updates can target specific offices

Saving Changes​

Important: After adding, editing, or removing offices, click Save Changes to commit your updates. Changes are not automatically saved and will be lost if you navigate away without saving.

Best Practices​

When managing offices:

  • Use consistent naming conventions
  • Include complete address information
  • Consider how changes might affect existing user assignments and workflows
  • Keep office details up to date before making new assignments