Step-by-Step Guide for Office Administrators in the office to Set a Primary Office in Accounts.
What is a primary office?
This is the office that is designated to be the default office which is used in the following:
- Create campaigns
- Getting credentials to use for various integrations e.g. CRM, data providers, etc.
- The sign uses the primary office to prefill office & agent details on agreements
Note: If the user only has one office this is their primary office.
Navigate to Accounts
1. Go to Accounts using the app switcher:
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Search for a user
1. In Accounts, go to Users and Groups and click Users.
2. Simply type in the user's name or email address
Updating User/Office/s:
1. Select a user to get to the user details page
2. Click Settings
3. Scroll down to the Offices section
Notes:
a. Displays the current lists and order of offices of the user → this means that this is the list of the office the user is currently linked to:
b. New offices are added to the bottom of the list → You can use the search & add office to link additional offices)
c. Rearrange order of offices by using the hamburger icon to drag and drop offices → this will update only the user you are updating and will not update any other related users to agent like assistant agents etc.
4. Set the user's Primary office:
1. Select the user's Primary office from the hamburger menu; the top office in the list is designated as the Primary office.
2. Make sure to use the update user settings button to save changes
