Note: Only users with Master User permissions have the necessary access to set up Departments and Offices.
By setting up the firm Offices and Departments it allows for Users to capture the relevant areas of the business affected so that the automated reporting tool produces management information to spot trends or improvement areas.
Navigate to Account Settings from the system Home Page.
Navigate to the Firm Details page and scroll down to find Offices and Departments.
To add an Office, type the name into the box and click +Add Office. The Office will then appear in the list above.
To delete an Office, click Delete and then click Accept.
To add or remove Departments, the same process applies; the Departments section can be found under the Offices section on the Firm Details page.
Should you have any questions or need any support please contact the team at email@example.com or telephone 01829 731 200.