Add firm offices

When you add a firm office to Tracker, you add information such as the firm's physical address, practice areas, and billing information. By default, the firm's Lead System Administrator is designated as the Office System Administrator for the office. Once the office is set up, the firm's Lead System Administrator will be notified via email and can log in and select a different user to be the Office System Administrator.
note
Before you begin, be sure that the office has not already been created.
  1. Select
    Firms
    , then
    Our Firms
    in the left navigation.
  2. Select the name of the firm in the list.
  3. Select
    Add office
    .
  4. Complete the office profile fields.
  5. Select
    Save & close
    .