Objective
This SOP outlines the steps to create a new tenant office in EnviroAutomate. Tenant offices represent your organisation's office locations. They are used when creating sites and projects to indicate which of your offices manages the work.
Prerequisites
You must be logged in as an administrator
Key Steps
1. Navigate to the Create Tenant Office Page
Click "Tenant Offices" in the left sidebar under the System Settings section
Click the "Create Tenant Office" button at the top of the list
2. Enter General Information
Fill in the required fields (marked with a red asterisk):
Name - The name of this office location (e.g., "Sydney Office", "Melbourne Branch")
Contact Name - The primary contact person at this office
Status - Set the office status (e.g., Active, Inactive)
Email - The primary email address for this office
Website - The office's website URL
Phone - The phone number for this office
Optional fields:
Description / Notes - Any additional notes or context about the office
3. Enter Address Details
The address section includes a Google Maps address search to help you quickly populate the address fields.
Country - Select the country from the searchable dropdown. This defaults to your organisation's country setting.
Address Search - Start typing an address to search via Google Places. Selecting a result will automatically populate the address fields below.
Address Line 1 - The street address (required)
Address Line 2 - Additional address information (optional)
City - The city or town (required)
State/Province - The state, province, or territory (required)
Postal Code - The postal or zip code (required)
4. Save the Tenant Office
Review all entered information
Click "Save" to create the office
The office will now be available when creating sites and projects as the "Your Office" selection
Cautionary Notes
All required fields must be completed before saving
The Email field is validated for correct email format
The Website field is validated for correct URL format
Give each office a descriptive name that distinguishes it from other offices in your organisation
Tips for Efficiency
Use the Address Search feature to save time and ensure accurate address data
Select the correct Country before using Address Search to get the most relevant results
Create all your organisation's office locations during initial setup so they are available when creating sites and projects