Organising by offices. Creating offices.
What are offices?
Offices are a way of organising your activity in LeadDesk into different groups. The name "office" suggests these groups represent locations, so you could have offices for your Paris-based team and your Amsterdam-based team, for example. When you create a new project, you could decide which office it is for.
However, offices in LeadDesk do not have to be location based. You can also use them to group activity based on teams or departments.
When creating projects, contact lists, agents and products, you can associate them with an office. This can be used to filter views and reports to show only particular offices.
When you create a new Team Leader or Sponsor account, if you assign them an office, they will only be able to see projects, agents and products associated with that office. If you assign them no office, they will only be able to see projects, agents and products that also do not have an associated office.
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.
Once you have created one or more offices, they can be selected from Office drop-down lists whenever you create projects, contact lists, agents and products.
Single or multiple IP addresses
When creating agent accounts, you can restrict their ability to log in based on their IP address. If you use this option, they can only log in if their IP address matches one specified for the office they are associated with. This can be a single IP address, or multiple. In the IP address field:
- 192.168.1.1 (single allowed IP)
- /^(192\.168\.1\.1|192\.168\.1\.2)$/ (two allowed IP addresses)
- /^193\.64\.2\.([0-9]|[1-9][0-9]|100)$/ (0->100 IP address allowed)