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
Required fields:
Name - The name of this office location (for example, "Sydney Office", "Melbourne Branch")
Contact Name - The primary contact person at this office
Status - Set the office status (for example, Active or Inactive)
Email - The primary email address for this office
Optional fields:
Website - The office's website URL
Phone - The phone number for this office
Description / Notes - Any additional notes or context about the office
Note: Website and Phone show a red asterisk on the page but the form will save without them. Email is the only contact detail that the system rejects when left blank.
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 the entered information.
Click Save to create the office.
The office is now available when creating sites and projects as the "Your Office" selection.
Cautionary Notes
Required fields must be completed before saving (Name, Contact Name, Status, Email, Address Line 1, City, State/Province, Postal Code, and Country).
The Email field is validated for correct email format.
The Website field is validated for correct URL format if you enter a value.
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 get accurate address data.
Select the correct Country before using Address Search to get the most relevant results.
Create all of your organisation's office locations during initial setup so they are available when creating sites and projects.