Account Settings

Offices

Offices are your physical locations. You attach them to prospects and users, filter and target by them, and use them to decide which prospects a Manager sees.

Path: Settings → Offices

Who can edit

• Admin / Owner: add, import, delete, turn Active on or off, and edit addresses or managers.
• Manager: add offices and edit office addresses and managers. Import, delete, and Active changes are admin-only; trying them shows "This is an admin-only action."
• View Only: can view the list.

Add an office

1. Open Settings → Offices and click Add Office.
2. Enter the office name and address: Street Address, City, State / Province (US states and Canadian provinces), and Postal Code.
3. Optionally pick Manager(s) from your users.
4. Save.

New offices are active, so they appear on prospect forms and filters.

HiringCenter blocks a duplicate when an office with the same postal code, city, state, and street address (first 8 characters) already exists, whether you add, edit, or import.

Edit an office

1. Click the edit button on the office row.
2. Change the name, address, or managers.
3. Save the row, or cancel to discard.

To assign managers quickly, click the Manager(s) cell ("Click to assign managers").

Turn an office on or off

Use the Active checkbox on the row (Admin / Owner). Turn an office off when it closes instead of deleting it, so prospects and history that point to it keep their office. Inactive offices are marked inactive on maps and are not offered as job locations.

Import offices from a CSV

1. Click Import (Admin / Owner) and choose a .csv file.
2. The file needs columns for name, street address, city, state, and postal code.
3. HiringCenter reports how many offices it imported. Rows with missing fields or invalid postal codes, and rows that match an existing office's address, are skipped and counted in the message.

Sort and last updated

Use Sort by to switch between Office Name and Manager Name. Last Updated shows who last changed an office's address or managers. Hover the cell for before → after details.

Assign closest office

On Import you can check Assign closest office. Prospects with an address or ZIP code are assigned to the nearest office. It is off by default. Prospect Details also has an Assign closest office button for one prospect.

Use offices on prospects and users

• When you add or edit a prospect, pick an Office. Pipeline filters, campaign audiences, and reports can then target that office.
• Assign users to offices on Settings → Users. Managers see prospects they own plus prospects in their offices, and campaigns they create only include that audience.
• Out-of-area tagging measures distance from your offices.