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All CollectionsADMIN - Set Up Your Org in 2 Steps!
Admin Step 1: Manage Offices & Users
Admin Step 1: Manage Offices & Users

Topics covered: Adding Offices, Editing Offices, Deleting Offices, Adding Users, Editing Users, User Permissions, Deleting Users.

Updated over 4 months ago

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

Manage Offices

To add an Office, follow the steps below.

Step 1: Navigate to the Admin console and view existing Offices and Users within the General tab.

Step 2: Click Add New Office.

Step 3: Fill in your details and click Save.

Your new office will appear in your list of offices.

Manage Users

To add a User, follow the steps below:

Step 1: Navigate to the Admin console and view existing Offices and Users within the General tab.

Step 2: Click to Invite Users, enter the email of the new User, and click Send. The User will receive an invite in their inbox.

Note: If you need to resend or cancel and invite, hover over the User and Cancel invite or Resend invite.

Step 3: Click into any User to set that User's permissions, Office location, toggle the User between Active and Inactive, trigger a Reset password email, or change the User's email. Click Save to complete.


Full video overview of the above step-by-step guide:

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