How to add a new office to COMPASS Profile | Bespoke Metrics Help Center

Introduction:

Adding a new office on COMPASS is a simple and intuitive process that allows you to efficiently manage your company's information within the platform. Users with Admin access can seamlessly add new offices and maintain accurate and up-to-date records on COMPASS. This feature enhances the organization and management of your company's profile, providing a streamlined experience for users on the platform.

Getting started:

To begin the process of adding a new office, log in to the COMPASS platform using your valid credentials. Enter your username and password to access the platform's dashboard.

From the dashboard, locate the drop-down menu in the top bar of the platform's interface. Click on the drop-down menu, and from the options provided, select "Company Directory." This action will navigate you to the company directory section, where you can manage various aspects of your company's information.

Screenshot of: Click "Manage your company details, offices and employees"

Within the company directory section, you will find a tab labeled "Offices." Click on the "Offices" tab to access the area dedicated to managing offices within your organization.

Once you are on the "Offices" tab, look for the "Add Office" button. Select this button to initiate the process of adding a new office to your COMPASS account.

A pop-up window will appear, prompting you to enter the necessary information for the new office. Fill out the required details, such as the office name, address, contact information, and any other relevant details in the respective fields provided in the pop-up window.

Screenshot of: Click the "Office Name" field.

After entering all the necessary office details, ensure that you have reviewed the information for accuracy. Once you are satisfied, click on the "Save Office" button located in the bottom right corner of the pop-up window. This action will save the new office information and add it to your COMPASS account.