The Offices section under Manage Data allows administrators to create and edit office records. The grid displays the following columns: Office Name, Company Name, City, and State.
Additional office details are available on the Edit Office screen. Information saved per office is used on invoice PDFs.
Some user roles may be linked to just one office, as a broker, some may be linked to multiple, as a n office admin. There is always a primary office for each user that they can change under the User Settings.
