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Renuka Shakha
Written by Renuka Shakha

Version 7.7.4

Changing Primary office.

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.