Create/edit office groups (Marketplace Management app)

1. Access offices & office groups

On the Marketplace Management app - from Offices page, two options are available (on left panel):

Offices

• Lists all offices within your organisation where you can search for an office by Name

• This page is for information only - no other action can be carried out

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Office Groups

• Shows the current office groups for the Organisation

• Offices that are added to a group will only see data within that group

• For example, if you create an office group called Test Group and add office Office 1 to the group, Office 1 would only see data for Office 1 - if you add Office 2 to the group, both Office 1 & Office 2 will see each other’s data

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2. Create office group

From Office Groups:

• Click Create Group (on left panel)

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From the screen shown below:

• In step 1, enter Office Group Name
  The name you enter will be visible to external developers

• In step 2, below Offices field, start typing the name of the office you wish to add to the group and select required office when displayed

  • Select at least one office to create the group

    • You can select as many offices as you require

    • An office cannot be a part of multiple groups

  • When all offices have been added, click Submit (bottom right)

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3. Add/remove office from an existing group

From office group list:

• Click icon to the right of the row - Edit Office Group options will be displayed

• Use the Offices field to add additional offices, or select an existing office to remove

• When you are happy with the changes, click Submit (bottom right)

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