An Org’s Administrator has the ability to manage Office locations and Users. Follow the steps below to manage Offices and Users.
Manage Offices
Add an Office
Navigate to the Admin Console and open the General tab to view existing Offices and Users.
Select Add New Office.
Enter the office details and click Save.
Your new office will appear in the list.
To edit your new office, choose the "Edit Office" button.
To delete an office, click the 3 vertical dots at the right of the line item.
Add a User
In the Admin Console under General, scroll to the Users section.
Click Invite Users , enter the user’s email, and select + Invite.
The user will receive an email invitation to join.
Note: To resend or cancel an invite, hover over the pending user and select Resend invite or Cancel invite.
Change User Permissions
Click on any user to manage:
Roles and permissions
Office assignment
Active/Inactive status
Reset password email
Email changes
Once the user has accepted an invite, you will have the option to assign/reassign their office. Toggle the button at the bottom on and off to mark a user as active or inactive.
Select Save when finished.