You can create branch offices for your firm/organisation as locations. Users can then be linked to a branch/location.
Step 1 - Create/Edit Branch Offices
You can add all your branch offices as locations to your firm which is your default organisation.
- Admin > Operational Data Store > Organisations.
- Find your organisation and open it. The Edit Organisation blade opens.
- Open Locations. Click Add New to add a new branch.
- Select the Location Type and find the address.
- Continue to add all branches.
- Save and Close.
Step 2 - Link Users to the Organisation
You can link users to the organisation as employees.
- Admin > Users.
- Find the user and click on them to open the User Profile blade.
- Select My Networks and click Add New.
- Select Employed by…
- This opens the Search Organisation blade. Find the organisation and select Link.
- This opens the Edit Connection blade where you can record further details about their employment.
- Save and Close.
Step 3 - Link Users to a Branch Office
You can link a user to their primary branch office within the organisation.
- Admin > Users.
- Find the user and click on them to open the User Profile blade.
- Click Edit Profile and select Locations.
- Because you have added their organisation as a connection in step 2, there is a From Connections options. Click From Connections - this displays all the locations for the organisation they are employed by.
- Find their branch and click the link button to add that location.
- If you now click This Participant, that location has been added.
- Save and close the profile.