Overview: Admin users in the Active Platform can set up and manage offices for their firm using the Admin Centre. This article guides users through accessing the Admin Centre, adding a new office, and editing or deleting existing offices. Each firm must have at least one office created.
Accessing the Admin Centre
Navigate to the Active Platform home page.
Click on your name icon and press Admin Centre.
Click on Offices.
Adding an office
Once the 'Offices' button has been selected, the below screen will appear which shows a list of the offices within the firm.
To add a new office, click + New Office.
The below screen will appear. Enter the relevant details, ensuring at a minimum, you enter the Name and Trading Name of the office.
Once satisfied with the details, click Save and Close. This will add the office to the list.
Editing or Deleting an office
To edit or delete an office, select the relevant office from the list of offices.
To edit an office, follow the above process, then scroll to the bottom and click Save and Close to save your changes.
To delete an office, scroll to the bottom of the relevant office and click Delete.
