Set up offices

Split a multi-office firm so each member sees only their own office's clients.

Offices are useful when a firm has more than one location. A member tied to an office sees only that office's clients, requests and files. A member tied to no office sees everything, so offices change nothing until you open a second one.

1. Go to Settings and open Offices.
2. Add an office and give it a name.
3. Assign people to it.
4. On each client's form, choose the office it belongs to.

Changing or removing an office

Rename an office or remove it from the same Offices panel. Two offices cannot share a name.

A member tied to one office cannot open, change or delete another office's clients or files, even by direct link. Their saves always stay within their own office.