TABLE OF CONTENTS


Summary

You are able to create offices within your source platform but they might not always be for an office location, this article will discuss you might use the office function within your platform.


Creating an office

To create an office you need to go to the 'Offices' setting from the left hand side bar within your platform, only Compliance Admin can access this section. 


Once you know what office you would like to create, whether this is location, workstream or other then you can click on the

'+ Add Office' button.




Once you click on the '+ Add Office' button a new box will pop up allowing you to name your office, once you click 'Add new office' your office will be saved. 




Offices & profile access 

If you have offices set up within your platform you are able to provided 'Limited access' or 'No access' to profiles within each office for users who are not assigned to the specific office. 


For users assigned to an office, they will have full access to the profiles associated to cases within the office. 


Limited access - Users with no access to an office with a specific profile will be able to see name, email and phone number of the profile. 

No access - Users with no access to an office with a specific profile will have no access to see any of the information associated with a profile. 


Each office will default to 'Limited access', if you need to edit this to no access please see below. 



What can I use the office function for?

The feature may be called office, however you can utilities this as any way to split up your work. Some of the different ways you could use this could be:

  • Location
  • Workstream (Conveyancing, trust, estate, etc)
  • Low, medium or high risk 
  • Fund name


As many of the settings can be set at an office level, these could also be reasons that you might like to separate certain tasks to different offices and then you can set the following features to be specific to the office type: