How do I set up OfficeMaps?

Setting up OfficeMaps for the first time and not sure where to begin? This checklist takes you through every step in the right order, from building your offices to inviting your people, with a link to the guide for each one.

Tip: If you’re new to OfficeMaps, start with How is OfficeMaps organised?

Build your offices

Step	What you do	Article
1	Create your locations, from country down to each level	How do I add a new office or level?
2	Upload a floorplan for each level	How do I upload a floorplan?
3	Create the asset types you need, such as desks and meeting rooms	How do I create or change an asset type?
4	Create pin types, such as fire exits and first aid kits	How do I create a pin type?
5	Place desks, assets and pins on each floorplan	How do I add desks and pins to the map?

Add your people

Step	What you do	Article
6	Add people: one at a time, from Excel, or by syncing from Microsoft Entra	How do I add or remove a person? · How do I import people from Excel? · How do I sync people from Microsoft Entra (Azure AD)?
7	Set up your department tree and add people to departments	How do I set up departments?
8	Give administrators and department administrators their roles	How do I make someone an admin?
9	Allocate permanent desks	How do I give someone a permanent desk?
10	Set aside neighbourhoods for teams	How do I keep desks for one team only?

Set your preferences

Step	What you do	Article
11	Check your company name and time zone	How do I change my company name, logo or time zone?
12	Choose how people log in	How do I change how people log in?
13	Review the statuses people can choose	How do I add or change a status?
14	Set your booking rules	How do I change the booking rules?

Finish and launch

Step	What you do	Article
15	Add information, photos and alerts to each level page	How do I edit a level's information? · How do I add photos to a level? · How do I post an alert on a level?
16	Choose what everyone sees on Home	How do I change what everyone sees on Home?
17	Make your levels visible to everyone	How do I change a level's settings?
18	Share the End User guides with your people	The Using OfficeMaps articles, the mobile app and the Teams and Outlook app

Tip: Keep a level hidden while you set it up. Untick Visible in its settings, then tick it again when it’s ready.