Offices
Available in: Leap Premium and Leap Enterprise
You can link Measure Sheet Items, Finance Options, Resources, Packages, Contracts, and Proposals to different offices. This allows you to control the data users can access based on the office to which they’re assigned. You can also define App Settings per office.
Adding A New Office
To add a new office, click the- Name
- The name of the office.
- Copy App Settings From
- The office you want to copy the App Settings from. Once an office is saved, Leap will copy all of the app settings from the selected office to be used in the newly saved office. Note: This field will only appear when creating a new office.
- Copy Price Guide From
- The office from which you want to copy the Price Guide. Once an office is saved, Leap will copy the entire Price Guide from the selected office and make it available to users in the newly saved office. Note: This field will only appear when creating a new office.
- Copy Packages From
- The office(s) you want to copy assigned Packages from.
- Copy Finance Options From
- The office(s) you want to copy assigned Finance Options from.
- Copy Contracts From
- The office(s) you want to copy assigned Contracts from.
- Copy Proposals From
- The office(s) you want to copy assigned Proposals from.
- Copy Resources From
- The office(s) you want to copy assigned Resources from.
This article is for Dashboard 3.0. Click here to view the help article for version 2.9.