To add or update an Office in the system, follow the steps below:
- Click on the Settings tab in the upper left of the main screen.
- Next, click on the button labeled Organization, and a new window will open.
- Click the "+" button to add a new Office
- You can also select an existing Office you want to edit from the top drop-down list.
- Fill in or edit the selected Office's details below.
- Click the Save & Close button to save your changes.
NOTE: A new Office will not be automatically visible once added - your account will need access to this new Office. To do so:
- Navigate to Settings -> System Security, a new window will open.
- In the upper left User Accounts portion, select the User
- With this User selected, select the User Role you would like to edit.
- With this User Role selected, check ON the new Office in the lower right Agency/Branch Office window.
- If the user has multiple roles assigned to them, repeat steps 3 and 4 for each user role.
- Click the Save All button to save your changes.
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TIPS: To allow for flexible and customized security/access, you can grant or block access per office for each user.
- You can also assign users different roles for different offices.
- Example: The staff is a supervisor in two offices, but a program coordinator in another.
- Example: You split up your scheduling staff's access by region.