Why Does it Matter?
Syncing preferences from the parent organization saves time and keeps the office settings aligned with the organization. Instead of updating preferences manually, you can copy the existing settings from the parent organization with just a few clicks.
What You’ll Need
Access to the Offices section.
Permission to log in to the office and manage its preferences.
The parent organization must have the preferences you want to copy.
Step by Step Instructions
Step 1: From the main menu, go to “Offices”.
Step 2: Select the preferred office from the list and click “Login”.
Step 3: Go to the organization profile on the top right and click “Preferences”.
Step 4: Click the “Sync from parent button”.
Step 5: Click “Yes” to confirm.
Pro Tip
Use Sync from parent whenever you want the office to follow the latest preference settings from the parent organization. This helps avoid manually entering the same settings in multiple offices.
Real-World Example
Your parent organization has updated its preferences, and you want the same settings applied to a newly added office. Instead of configuring each preference manually, log in to the office, open Preferences, and use Sync from parent to copy the settings.
Troubleshooting
Can’t find “Sync from parent”? Make sure you are logged in to the correct office and have the required permissions.
Preferences did not update? Confirm that you clicked Yes when asked to confirm the sync.
Are some settings different after syncing? Check the parent organization’s preferences to make sure they contain the settings you expect to copy.