How to set up offices

The Offices area allows you to set up the different offices within your firm. Each firm must have one office created. 

To add an office click on the Offices area from the Admin Centre > Firm section. 

In the Offices screen you will see a list of current offices. 

New Office

To add a new office, click the New Office button, which will take you to a new screen to name the office and complete the information for that office. 

Editing an Office

To edit an office, select the office from the list of offices, make your changes and then click Save and Close. 

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