- Knowledge Base
- Offices
- Basic Info
- What is office basic info
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
What is office basic info
The Office Basic Info form provides a central overview of all essential details related to an office. It includes the office name, current managers, seat allocation and capacity, address, building information, and the associated office store. You can also assign a unique color to an office. This form gives you everything you need to know at a glance.
If you need to update office details—such as replacing a manager, changing the address, or adjusting seat counts—you can easily do so. Just open the Basic Info form for the relevant office, make your edits, and save the changes. The system will reflect your updates immediately.
To access this information, navigate to the Offices module. Once inside the office’s profile, click on the Basic Info tab to view or edit its core details.
The Basic Info form contains the following:
Office
- Office Name (required): Enter the office name.
- Office Code (required): Provide the code used within your organization for this office.
- Color: Choose a color from the palette to visually differentiate this office in reports and dashboards.
- Is Roaming: Keep checked if you want specific data stored in the cloud and accessible across devices.
- Is Active: Keep checked while the office is operational.
Seats
- Seats Actual: Number of currently allocated seats in the office.
- Seats Potential: Maximum number of seats that can be created in the office space.
Office Building
- Company: Name of the building owner or administrator.
- Full Name: Contact person for the company.
- Email: Contact person’s email address.
- Phone: Contact person’s phone number in international format (up to two numbers allowed).
Address
Click the + button to add the office’s primary address. A modal window will appear with the following fields:
- Address Label (required): Example: Primary address, Correspondence address.
- Address Line 1 (required): Building number and street name.
- Address Line 2: Additional details (e.g., building name).
- City (required): Town or city name.
- State: State or county, if applicable.
- Country (required): Select from the dropdown list.
- Postal Code (required): ZIP or postal code.
- Latitude: Optional north–south geographic coordinate for map location.
- Longitude: Optional east–west geographic coordinate for map location.
Office Store
- Headphones: Number of headphones available.
- Keyboards: Number of keyboards available.
- Mice: Number of computer mice available.
- Mouse Pads: Number of mouse pads available.
- Reductions (HDMI → Mini DP): Number of reductions available.
- Other: Any additional office details to be displayed on the Basic Info page.
Note! Vault Synapse is a highly customizable tool, meaning certain fields can be additionally customized based on your business needs and preferences.
Note! A user can access the office information only with the relevant permissions/access rights given by the administrator.
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