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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 a month ago

An Org's Administrator 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 the office 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 an invite, hover over the user's name and click the Cancel invite or Resend invite on the right hand side.

Step 3: 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.


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

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