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Shreeya Dangol
Written by Shreeya Dangol

Changing Primary Office


Easily change the Primary Office of your users time saving way. The owners and super admins do not have to re-invite a user every time they change the office.


To change the primary office of a user:


Step 1: Click on the Users tab under Teams.


Step 2: Select the user from the list.


Step 3: On the user's detail page click on the Change Office button.


This feature will be available to a user only if they have the following permission: Can Change Primary Office


Step 4: From the dropdown select the new primary office.


Step 5: Select a new assignee from the old office to transfer all the tasks, contacts, appointments and applications to.


Step 6: Click on Transfer.


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