Amp Onsite provides multiple modes of operation based on company size. The default setup is great for a single office or small company. For larger customers, Offices Mode can be enabled to allow the support of multiple office locations. This mode allows individual office locations to manage their own customers or for the many offices to be managed from a central dispatch. If you would like to enable Offices Mode for your Amp Onsite solution, then contact sales at 573-219-3000 or email contact@amponsite.com.
Offices Mode Setup
Offices Mode has been designed to be easy to transition to. There are only 4 things that need to be done to get started:
- Enable Offices tool for users.
- Add new Offices
- Assign Users to offices
- Assign Customers to offices
Once those 4 tasks have been completed, then the solution will be ready for offices mode.
Enable Offices Tool for Users
To view the Offices tool under User Tools, go to Admin Tools > Roles to add the Offices tool to the Admin account. Be sure to click the Save button at the bottom of the Active Tools list. The Offices tool can also be enabled for other accounts. If not enabled, the user will only see the offices they are assigned to on the left bar instead of the Offices tool.
Add New Offices
After enabling the Offices tool for Admin, the Offices tool will appear under User Tools. Access the tool and begin adding new offices.
To add a new office press the + Add button. This will bring up the Add Office panel. The form contains a number of fields:
Office Name - The name of the office you want to add.
Address - The street address of the customer.
City - The city portion of the address.
State - The state portion of the address.
Postal Code - The postal code or zip code of the address.
Primary Contact - This is the primary contact for the customer. An existing contact can be searched for and selected or
Assign Users to Offices
With offices added to Amp Onsite, they can now be assigned to users. Go to Admin Tools > Users to assign offices to all User, Sales, and Employee accounts. Users can be assigned more than one office.
Assign Customers to Offices
Customers also need to be assigned to offices. All customers must be assigned to offices. Customers can be assigned more than one office.
Office Views
Once Offices Mode has been setup, an office can be viewed by clicking on the new office dropdown in the top right bar of the Amp Onsite app. Clicking on the button will display a listing of all offices a user has access to. If a user has access to all offices, then an All option will be available to view the app as an overview including all offices.
