What Are Satellite Offices?
Satellite Offices are groups used to organize associations and allow them to pull information into shared templates.
- These are typically used by large management companies that have multiple regions they manage and want these regions to have contact information that is separate from the others.
Where can I see my Company's Satellite Offices?
Satellite Offices are shown under the Company > Profile.
This section allows you to edit all company information, as well as your satellite offices, as shown in the image below:
Navigation:
- Click the Cog Wheel in the top right of your dashboard next to the magnifying glass
- Click "Manage"
- Hover your cursor over "Company" and from the options that appear click "Profile"
- You should now be in the company profile, and the right-hand side will show your management's satellite offices
How are they Used?
A management company may have 2 geographical areas they organize their associations under, for example, North Austin and South Austin.
- One area might have a specific address and phone #, while the other geographical area has a different set of info.
By separating the associations into regions, or satellite offices, when a letter template points to the company profile it will pull the satellite office information if the association is assigned to one.
Example:
In the image below, you can see there are two satellite offices, one for North Austin and one for South Austin:
Below is a letter header that pulls the management company information automatically for all letters, but because my association is assigned to a satellite office, it pulls that information instead.
How to Create a Satellite Office
This section will go over how to create a satellite office in your Company Profile
- Note: If you are unable to see any sections shown in the steps below, your role does not allow you to edit the company profile, and you will need to reach out to a Global Admin user for assistance.
Navigation:
- Click the Cog Wheel in the top right of your dashboard next to the magnifying glass
- Click "Manage"
- Hover your cursor over "Company" and from the options that appear click "Profile"
- You should now be in the company profile, and the right-hand side will show your management's satellite offices
Step 1
Select "Add" next to where it states "Satellite Offices"
Step 2
In the new popup, fill in all of the information for the office
- Sections marked by a * are required fields and must be filled out to save the office
- Assigning associations and adding employee contact information is optional
Step 3
Click "Save" when done to save the satellite office
Confirmation
If the office was saved correctly, it should now show under the satellite office section, and the number of associations assigned to that office will appear in a Blue Circle.
How to add an association to an existing satellite office
This section will go over how to add an association to an existing satellite office.
Navigation:
- Click the Cog Wheel in the top right of your dashboard next to the magnifying glass
- Click "Manage"
- Hover your cursor over "Company" and from the options that appear click "Profile"
- You should now be in the company profile, and the right-hand side will show your management's satellite offices
Step 1
Select the Satellite Office from the list on the right-hand side of the company profile section
- NOTE: If this section is blank, you will need to create a satellite office first
Step 2
Click on "Edit"
Step 3
From the list of associations, check the box next to the association you want to add to this satellite office.
NOTE: if the association is greyed out, then that means it is currently assigned to another satellite office
Step 4
Click "Save" to save any changes made
Confirmation
If the office saved correctly, the number of associations assigned to that office will appear in a Blue Circle, and you can select the tile again to view the assigned associations.