The first step to getting started in Pronto is creating your Offices.
Offices act as the home base for your Users and Projects, and they’re essential for setting up access, security, and workflows.
How to Create an Office
There are two steps:
- Quick Create
- Edit for Advanced Settings
1. Office Quick Create
The Office ‘Quick Create‘ is a simple form, with only basic information required, so you can create your initial Offices quickly.
Use this simple form to create Offices fast.
- Go to Address Book > Offices
- Click Add New Office in the top right of the screen (requires Manage Office permission)
- The only required fields are:
- Office Name
- Contact Email
Tip: Set the Category to classify the Office as one of the following:
– Your Company
– Client
– Supplier
– Prospect
This helps with filtering and organising Users and Projects later.
2. Edit Office for More Settings
Once your Office is created, you can unlock additional settings by editing it.
- Go to Address Book > Offices
- Click Edit on the Office you want to update
Here you can manage:
- Timesheet and project defaults
- User Permission overrides
- Workflow settings
- Security options
Advanced settings for Offices are:
| Setting | Description |
|---|---|
| Brand Mapping | Control what Brands will be available to the Users in this office for creating Projects in the Project Wizard. |
| Timesheet Settings | Enable/Disable Timesheets for the Users in the office. Set default rules for Minimum Time entry and Timesheet Reminders. |
| Holidays | Set the Default Holidays (Non-Working-Days) for the Office. Holidays will show on the User’s timesheets as a reminder. |
| Permission Overrides | Set the Features available as ‘User Permissions’ for ‘Permission Profiles’ in the Office. |
| Billing Headers | Set the formatting and logo for the Headers to be used in Finance Document PDFs. |
| Advanced Settings | Manage Finance settings relating to Agresso Integration and Finance Workflow. |
| Office Groups | Set the Default Groups for an Office to be used in the Standard Workflows. eg: Finance Managers, Reporting Group, PTO Approvers, Alien Users Group. |