Managing access just got safer and more flexible. Previously, if an office was no longer needed, deleting it meant risking the loss of critical data, even the parent company could lose visibility into customer records and proposals.
With this update, you no longer need to delete offices. You can now disable offices as needed. Disabling an office restricts user access from that location, but all data remains visible and accessible to the parent organization.
Follow the steps below to disable offices from your organisation:
Step 1: Access the Offices Section: To begin, log into your admin dashboard and navigate to the left-hand side panel. From there, click on “Offices.”
Step 2: Find the Office You Want to Manage: Once in the Offices section, locate the specific office you want to enable or disable. You can scroll through the list or use the search bar to quickly find the relevant department.
Step 3: Disable the Office: Next to each office entry, you’ll see an icon with three vertical dots (⋮). Click on “Disable.” This will restrict access for users in that office, effectively removing them from accessing any part of the organizational data assigned to them. Importantly, the office itself is not deleted, and the parent company retains complete access to all associated data.
