How to manage your HQ and Branch Offices

A step-by-step guide

March 12, 2026 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.

Step #1: Click on "Organization Settings" — Click on "Organization Settings"

Get into your Company Profile.

When the Organization Settings menu opens, click on the "Company Profile" option

Locate your HQ and Branch Offices.

In the Company Profile screen, click on the "Branch Offices" tab

Create a new Office.

Step #4: Click on "Create New Office" — Click on "Create New Office"

Add all the necessary information of the new Office.

Step #5: Fill in the fields for your new Office — 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.

Step #6: After filling in all the necessary information, click on the "Save" button — 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

Step #7: After saving, your office will appear in the "Pending Approval" category. — 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.

Step #8: After approval your new Office is now listed in your HQ & Offices list — After approval your new Office is now listed in your HQ & Offices list

Congratulations
You have created a new Office.

Edit your existing Offices information

Access the Office information.

Step #9: Click on the Office line or on the "Pencil" icon — Click on the Office line or on the "Pencil" icon

Manage your Office information.

Step #10: Click on the "Edit" button — Click on the "Edit" button

Make your changes.

Step #11: Make all the necessary changes in the fields. — Make all the necessary changes in the fields.

Save your changes.

Step #12: After updating the Office information, click on the "Save" button — 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.

Congratulations
You have successfully edited your Office information.