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Setting up your Office Locations

List all of your office locations so that you can assign your employees to the correct locations!

JD Williams avatar
Written by JD Williams
Updated over 2 weeks ago

Overview

Office Locations are listed in this section. This will allow you to choose an Office Location for your Employees, and will be reflected in the Project Directory, when exporting to PDFs, and more!


Process

  1. Navigate to Company Settings by clicking the profile symbol in the upper right corner of the screen

  2. On the left side, click Office Locations

  3. Click Add Office Location, and you will be prompted to enter information regarding your Office Location.

  4. Once complete, click Add Office Location. You can keep adding locations as needed.

Where can you find these Office Locations?

These office locations will populate in the Employee's module as a dropdown to assign employees to.
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This will also allow other workspaces to assign the correct workspace when adding contacts who are employees in your workspace.

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