Understanding and Managing Offices
Learn the definition of an Office and discover how to create and apply it in the Filio Web App for streamlined project management.
What is an Office?
An Office in the Filio Web App represents a physical or organizational location. It’s optional during project creation but helps filter and organize projects and users by location.
Add a New Office
Log in to your Filio Web App account and select Offices from the sidebar. Click + New Office to open the creation modal. Enter the Office Name and click Next. On the Office Info page, add details:
– Zip Code
– State
– City
– Street
– Company Name
– Office Logo
Note: Each office must have at least one assigned Office Super Admin.
Optionally, import users from the directory (see “How to add users to my company account”). Under the Subscription tab:
– View your current plan and number of seats.
– Check available user slots.
– Upgrade your plan if needed, then click Save to create the office.
Note: To manage an office directly, you must either purchase a separate subscription for that office or use company-level access.
Use an Office in Projects
During project creation, select an existing Office to assign it to the project. This links the project to a location, making management more structured.
Tips and Warnings
- Only a Company Super Admin can create an office and has access to view all offices.
- Use descriptive office names (e.g., “New York HQ”) for easy identification.
- Assign offices to projects for better location-based filtering.
- Check subscription seats before adding users to an office.
- Ensure office details are accurate to avoid misassignment.
- Upgrading plans may be required for additional user slots.
Add and Use Offices in the Filio Web App Today
