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Shreeya Dangol
Written by Shreeya Dangol

Version 7.7.4


Changing Primary Office


Change the Primary Office of your users efficiently with this new feature. Now you don't need to re-invite your users just to change their primary office. With just a couple of clicks, you can manage your users primary offices.


Please follow the following steps 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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