How to create a new office


Vault Synapse gives you a complete overview of your offices, including related documents, transactions, personnel, time off, time tracking, checklists, assets, contacts, and boards

To add a new office, open the Offices module and click Add New in the top-right corner of the screen. A modal window will appear where you can enter the office details.

When creating a new office, the modal window will be divided into 5 sections. Mandatory fields must be completed, but it is recommended to fill in all sections to ensure a complete and detailed office profile.


Office

  • Office Name (required): Enter the office name.
  • Office Code (required): Provide the code used within your organization for this office.
  • Color (optional): 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 (optional): Number of currently allocated seats in the office.
  • Seats Potential (optional): Maximum number of seats that can be created in the office space.


Office Building

  • Company (optional): Name of the building owner or administrator.
  • Full Name (optional): Contact person for the company.
  • Email (optional): Contact person’s email address.
  • Phone (optional): 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 (optional): 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 (optional): Number of headphones available.
  • Keyboards (optional): Number of keyboards available.
  • Mice (optional): Number of computer mice available.
  • Mouse Pads (optional): Number of mouse pads available.
  • Reductions (HDMI → Mini DP) (optional): Number of reductions available.
  • Other: Any additional office details to be displayed on the Basic Info page.


Once all information is entered, click Save to create the office.

offices module

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