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  5. Create Offices
Pulse Academy: Module

Create Offices

The first step in using Pulse is to Create Offices.

Offices are important as they are the home for your Users and your Projects.

There are two parts to creating an Office in Pulse.

  1. Office ‘Quick Create’ Form
  2. Edit the Office to access Additional Settings
Create Office Form

Office ‘Quick Create’ Form

The Office ‘Quick Create‘ is a simple form, with only basic information required, so you can create your initial Offices quickly.

  1. Access the Create Office form in the Address Book
    • You must have ‘Manage Office‘ Permissions to access the ‘Create Office‘ Button
  2. The only required field is Office Name and Contact Email
  3. However, we recommend you set the option for ‘Category‘, to indicate the Office as one of the following:
    • Your Company
    • Client
    • Supplier
    • Prospect

This information is very useful when managing Users and Projects.

Edit Office to access User Permission override settings for the Office

Edit Office for More Settings

Once you have created your initial Offices to hold Users and Projects, you may want to edit the additional settings for the Office, to affect behaviour, security and workflows.

To edit the additional Settings for and Office, go to the Address Book > Offices. Then select ‘Edit‘ for the Office you wish to update.

Review the table below for a description of each Additional Setting.

Advanced settings for Offices are:

SettingDescription
Brand MappingControl what Brands will be available to the Users in this office for creating Projects in the Project Wizard.
Timesheet SettingsEnable/Disable Timesheets for the Users in the office. Set default rules for Minimum Time entry and Timesheet Reminders.
HolidaysSet the Default Holidays (Non-Working-Days) for the Office. Holidays will show on the User’s timesheets as a reminder.
Permission OverridesSet the Features available as ‘User Permissions’ for ‘Permission Profiles’ in the Office.
Billing HeadersSet the formatting and logo for the Headers to be used in Finance Document PDFs.
Advanced SettingsManage Finance settings relating to Agresso Integration and Finance Workflow.
Office GroupsSet the Default Groups for an Office to be used in the Standard Workflows. eg: Finance Managers, Reporting Group, PTO Approvers, Alien Users Group.

Next: Create Users