How do I add multiple office addresses to my Exizent account?

Follow this step by step guide if you have multiple office addresses and need to set different locations for different cases

How do I add multiple addresses to my Exizent account?

How do I change an address on a case?

Where will the office address be used?

How can manage or delete office addresses?

Adding multiple addresses to your Exizent account

• If you have company admin permission levels, log in to Exizent and click on your name in the top right hand side corner. From the dropdown menu that appears, choose Company settings

• In Company settings, locate Company addresses and you will see the Primary address you registered with. Underneath this, choose + Add additional address

• Fill in the Office name and address details and click Save address

• You will then be asked to assign team members to this office or skip

• If you assign colleagues, you'll see a confirmation of this:

• If you chose to Skip, you can go back later and click on the menu button to the right of the address and choose Assign colleagues 

• Within team overview, you can view which offices are assigned to which users. How do I view team overview?

Changing the address on a case 

• Log in to Exizent and open the case being worked on and on the left hand side menu, at the top click on CASE in order to edit:

• The user will then be able to choose any address from the drop down menu and click Save changes

Where will this office address be used? 

• This address will be used to map to the IHT400, IHT30, IHT35, C4 and for Scottish users, the C4(s) 
• IHT400 example:

Managing office addresses

• To manage an office address you must have company admin permission levels 
• Go to company settings and locate the address you'd like to manage 
• Click on the menu button which is the 3 dots to the right of the address 

• From this menu you can either Edit address, Assign colleagues or Delete address