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Company setup

Setting Up Company Offices or Regions

Creating a region vs Creating an Office

The office and region functionality is designed to help you organize your Legal Tracker users into a management structure that works for you. Typically, an office has Tracker administrator or coordinator. However, if you have small offices in several locations and one user serves as Tracker administrator for all, it could be better to create a region representing many smaller offices.
A law department has the following organization and geographic locations:
New York office (12 attorneys, 1 law department administrator )
Sydney, Australia office (4 attorneys, 1 law department administrator )
Paris, France office (1 attorney)
London, UK office (3 attorneys, 1 law department administrator for Europe/Middle East region )
Tel Aviv, Israel office (2 attorneys)
In this example, you should create only three offices/regions:  New York, Sydney, and Europe/Middle East (in other words, one for each administrator).  Because the other smaller offices (Paris, Tel Aviv_ do not have administrators, they should not be created as separate offices.
note
Tracker coordinators can delegate user management for your company's different offices or regions to a staff member from that office or region without granting them access to Settings.
Adding an Office or Region
  1. To add a company office, you can:
    • Select
      Settings
      in the left navigation, then select
      Company Settings
       in the
      Company Setup
      section or
    • Select
      Users > Office list
       in the left navigation, then select
      Add company office
       on the toolbar.
  2. Fill out the office/region profile fields.
  3. On the toolbar, select
    Save & close
    .
Editing an Existing Office or Region
Follow this procedure to change information about an office's physical address. You can also specify or change the Office/Region Tracker Coordinator.
  1. Click
    Users > Office List
     in the left navigation.
  2. Click the hyperlinked name for office or region that you want to edit.
  3. On the toolbar, click
    Edit company office/region
    .
  4. Edit the fields as appropriate.
  5. To change the Office or Region Tracker coordinator, click
    Select
    next to the name of the current coordinator. Select the
    Show Lists
     button and select the new user from the list that opens.
  6. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company