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Office Setup

Updated over 3 weeks ago

Edit Company Info and Logo

Include important company information such as name and website. These details can then be added as dynamic fields to design book pages later.

  • Navigate to the Admin Console

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  • Click to ‘Add Organization Logo’ on the left hand side of the screen.

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  • Select the pencil icon beneath the logo space to update company details.

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Manage Offices

An Org's Administrator has the ability to manage Office locations and Users. Follow the steps below to manage Offices and Users.

To add an Office, follow the steps below.

  • Navigate to the Admin Console and view existing Offices and Users within the General tab

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  • Click Add New Office.

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  • Fill in the office details and click Save.

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  • Your new office will appear in your list of offices.

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Manage Users

Admin have the ability to invite users, update their permissions, and generate password resets.

  • Navigate to the Admin Console and view existing Offices and Users within the General tab.

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  • Click to Invite Users, enter the email of the new user, and click Send. The user will receive an invite in their inbox.

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Note: If you need to resend or cancel an invite, hover over the user's name and click the Cancel invite or Resend invite on the right hand side.

  • Click into any user to set that user's permissions and office location, toggle the user between Active and Inactive, trigger a Reset password email, or change the user's email. Click Save to complete.

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