Setting up offices helps limit the scope of information users can access by associating them with specific offices. It also improves data organization and accessibility by ensuring users only see relevant information.
Creating an Office
To add a new office to the system, navigate to Company Profile > Offices. From there, you can create a new office by providing a name, address, commission rates, and data sharing.
Once the office is created, you can begin assigning users to it. When adding a new user, make sure to assign them to the appropriate office during the user creation process. For existing users, you can update their profiles to associate them with the correct office. Users are generally only able to view loads and customers that are linked to their assigned office.
Load Sharing
The system also supports load sharing between offices. When creating or editing an office, you can configure which other offices it will share loads with. This means that users from one office can access loads from another office if data sharing is enabled.
