- Knowledge Base
- Offices
- Introduction
- How to create a new office
- 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
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.
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