How to manage your HQ and Branch Offices
A step-by-step guide
By Manos Stefanakis
This guide explains how to create new Branch Offices within your Organization and how to edit the information of all your HQ and Branch offices through a structured process.
Let's get started
Adding a new Office
Open your Organization Settings.
1
Click on "Organization Settings"
Get into your Company Profile.
2
When the Organization Settings menu opens, click on the "Company Profile" option
Locate your HQ and Branch Offices.
3
In the Company Profile screen, click on the "Branch Offices" tab
Create a new Office.
4
Click on "Create New Office"
Add all the necessary information of the new Office.
5
Fill in the fields for your new Office
You can give your new Office any "Name" and "Branch Code" you want for your internal reference. You are not required to follow any certain naming conventions.
Save your new Office.
6
After filling in all the necessary information, click on the "Save" button
If you go back without clicking on "Save" or click on the "Cancel" button, your new Office won't be saved.
Office is now Pending Approval
7
After saving, your office will appear in the "Pending Approval" category.
At this point no further action is needed on your end. Our Operations team will make sure to promptly process your new office. Once approved, your new office will appear in your "HQ & Offices" list and will be active in our platform.
Your new Office is ready.
8
After approval your new Office is now listed in your HQ & Offices list
Congratulations
You have created a new Office.
You have created a new Office.
Edit your existing Offices information
Access the Office information.
9
Click on the Office line or on the "Pencil" icon
Manage your Office information.
10
Click on the "Edit" button
Make your changes.
11
Make all the necessary changes in the fields.
Save your changes.
12
After updating the Office information, click on the "Save" button
If you go back without saving your changes or click on the "Cancel" button, your changes won't be saved.
Your changes are saved.
13
Your changes are saved and now reflect in your Office information
Congratulations
You have successfully edited your Office information.
You have successfully edited your Office information.