What are offices. Creating offices.
What are offices in Omni?
When creating projects, contact lists, agents and products, you may associate them with an office. This is an administrative flag which can later be used to filter views and reports to show only that office.
The name "office" suggests these are locations, and indeed they can be used as such. You can have projects associated with offices for your Paris-based team and your Amsterdam-based team, for example. However, offices in LeadDesk do not have to be location based. You might instead use different offices for different departments or teams.
Team Leader accounts associated with an Office cannot view activity associated with other locations. Manager accounts and Admins can view other locations.
Creating offices
To create an office, in your Admin account:
- Go to the General Settings page.
- Go to the Offices subpage.
- Click the Create new office button.
- Type the Name of your office.
- Optionally, click the Time zone drop-down list to choose a time zone.
- Optionally, type an IP address.
- Click the Save button.