Office Location - Admin
Adding Offices
To use office types or locations with new users, contacts, files, and templates, they must first be configured in Admin Settings.
1. Click Admin Settings in the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. Select Office from the left pane.
4. In the top grey pane, click Add.
5. A pop-up window will appear. Enter the office type or location in the Name box. Toggle the button shown if you want to set this location as the default office location for new users.
6. Click Save.
Editing Offices
You can easily edit office settings to change the name or to remove or add it as the default office setting for new users.
1. Click Admin Settings in the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. Select Office from the left pane.
4. Select the office location you want to edit and click Edit in the top grey pane.
5. In the pop-up window that appears, enter the new name or toggle to remove or add it as the default office.
Note: Editing the office setting will edit it for all users, files, and contacts that have that office location assigned to them.
6. Click Save.
Deleting Offices
Once you have added office locations or types to Thread, you can delete them at any point. Once offices are deleted, they will be removed from the contacts and files they have been added to, and new office locations will need to be assigned.
1. Click Admin Settings in the left pane of Thread.
2. In the Admin Centre, click the General tab.
3. Select Office from the left pane.
4. Select the office location you want to delete and click Delete in the top grey pane.
5. A pop-up will appear asking you to confirm your decision to delete. Click OK.
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