An Office is a group of users usually assigned to a location, DBA, or however you want to define an "office".
Customize branding and template visibility per office. Great for multi-location teams. And especially great for different locations/teams with different logos all accessing the same master templates.
With Offices setup, users can open a template, and their specific Office logo and address information can auto-populate onto designs.
First an Office must be created in order to assign users and limit categories to be seen by an office.
Create an Office
1. Go to the Admin Panel and click the Users dropdown -> Offices
2. In the top right corner, Select New Office
3. Fill out the Title of the office. You can also add the logo and other office-specific information
4. Click Create Office
Now You can assign Users to the Office
See below to learn how to limit categories to only be seen by a particular office)
1. Go to the admin panel by clicking your name in the upper right corner and selecting ADMIN.
2. From the ADMIN PANEL, click on the USERS TAB.
3. In the search engine, filter the Name or E-mail of the user to whom you want to ASSIGN AN OFFICE and then click FILTER.
4. Click the User's Actions dropdown menu and select Edit.
5. From the user edit page, scroll down until you find the ORGANIZATION section, and then under OFFICE, select the office (or offices) they belong to and assign to the user. If the user should be managing the office (meaning they can become users in the office to provide support or customize designs on their behalf), assign the office in the Managed Offices dropdown.
This is also where you'd assign a user to a created User Group or Team Manager
5. Click UPDATE USER to save changes.
Setting up Categories to be limited to an Office
This allows you to create categories that are exclusive to an office(s)
1. Select the Categories option in the Designs tab dropdown in the Admin Panel
2. Find your category and select Actions -> Edit
3. Scroll down to the Restrictions section and select Limit to Selected Offices, then select your preferred Office.
The restriction section in the Category edit page is also where you can limit categories to User Groups, Managers or Hide a category from a specific User Group or Office.
