TABLE OF CONTENTS


Summary


The Office feature allows you to segment your platform into different sections. This enables you to:


  • Assign users to specific offices
  • Configure office-specific compliance rules, workflows, and settings


While called “offices,” these segments don’t have to represent physical office locations. You can use them to represent teams, regions, workstreams, or risk levels.


Creating an office


Only Compliance Admins can create or manage offices.


To create a new office:

  1. Go to Settings > Offices from the left-hand sidebar.

  2. Click the + Add Office button.

  3. Enter the name of the office (e.g., "Auckland", "High Risk Clients", or "Trust Workstream").

  4. Click Add new office to save.

The new office will now appear in your list of available offices.









Offices & Profile Access

When offices are enabled, you can control access to profiles based on a user’s office assignment. This helps ensure that users only see the data relevant to them.


There are three access levels for profiles:

  • Full access – Given to users who are assigned to the same office as the case/profile. They can see all profile details and take full action.
  • Limited access (default for other users) – Users not assigned to the office will only be able to view the profile’s name, email address, and phone number.
  • No access – Users will not be able to see any information about the profile.




What can I use the office function for?

Despite the name, "offices" can represent a range of organisational segments. Some common use cases include:

  • Office location (e.g., London, Auckland)

  • Workstream (e.g., Conveyancing, Trusts, Estates)

  • Client risk levels (e.g., Low, Medium, High)

  • Fund name or project


Creating offices gives you the flexibility to customise several features at the office level, including: 


This flexibility helps you tailor processes, access, and compliance requirements to suit different teams or workflows.