Offices

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 button. You will be presented with a screen to enter a name for the new office as well as copy data from an existing office.

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.

When editing App Settings, you can designate which office you’re working in by changing the dropdown at the top of the Leap Dashboard.