Creating, Editing, and Deleting an Office

Offices (also known as Divisions) in SkySlope Books allow you to categorize your different offices to run reports and view deals just for these offices.

In this article, we will cover the following:

• Offices Page
• Creating Offices
• Adding Users to Offices
• Removing Users from Offices
• Office Settings
• Allowing Offices to Conduct Transactions
• Deleting Offices

Please contact your SkySlope Books Customer Success Manager before creating, editing, or deleting offices/divisions, as this may have an impact on your integration with SkySlope.

Offices Page

To access the Offices page, go to the left menu. Navigate to the Directory, and then select Offices.

Offices Page Breakdown

For the above image, reference the purple number to learn about that item's action:

#1 - Click here to create a new Office.
#2 - Here you can open the menu to access additional settings for each Office.
#3 - This $ icon means that the office can conduct transactions. Hover over the icon for more details.
#4 - This icon means that the office is a User Finance Group. Gover over the icon for more details.

Note: You may or may not have access to all of the features based on the permissions for your company.

Creating Offices

1. In the left menu, navigate to the Directory section, and select Offices. Then click Create Office/Division in the upper left.

2. This will take you to the Create Office page. When creating the Office, you will need to enter the following details:

• Title (required) - Name of the Office.
• Subdivision Of - Utilize this if you want this group to be a subgroup of another group.
• Allow this entity to conduct transactions - Enabling this allows this office to act as a separate entity or profile.
• Enable User group for Office - Creates a Group for this Division.
  
  • You should have this enabled if you want to refer to the Division in the Rules module.

4. Click Create to create the office.

Adding Users to Offices

1. From the Offices page, click on the name of the office you want to add users to. Then click Manage.

2. This will open the Search field. Use the search to enter the name of the user you want to add to the group. 

3. Select the user(s), and then click Save.

4. You can set the role of the user in the Member Roles dropdown. Then click Save.

Removing Users from Offices

1. From the Offices page, click on the name of the Office you want to add users to. Then click Manage.

2. Hover your cursor on the name of the user you want to remove; this will make a checkbox become visible. Check the box for that user. Then click Delete to remove that user from the group.

Office Settings

1. From the Offices page, click on the overflow menu (...). Then select Settings.

2. This will open the Division Settings pop-up. From here, you can:

• Rename the division
• Allow the division to conduct transactions (more information below)
• Enable User Group for division

Allowing Offices to Conduct Transactions

1. When you enable this toggle, you will see a new field to enter an email address.

2. Enter the email address and click Save.

3. You will now see a dollar icon next to the office name on the Offices page.

This Office is now an independent sales entity and you can now reference this Office as a list of profiles in Rules.

Deleting Offices

1. From the Offices page, click on the overflow menu (...). Then select Delete.

2. You will be asked to confirm if you want to delete the office. Click Yes to confirm and delete the office.

Updated January 09, 2024 19:43