Preparing your OfficeMaps trial for Use

Preparing your OfficeMaps trial for Use

Your OfficeMaps 

All OfficeMaps trials begin with a basic configuration which allows users to experiment with aspects of the program without needing to set them up manually. Once you have decided that you're ready to proceed with your own subscription you will need to remove some of this information which will no longer apply to your own organisation. This article will describe the steps required to remove this initial configuration data.

Departments

Click on the second tab in the left hand panel to see the Department Tree. You will see a number of example departments that come with your initial configuration. Right click on each one that you want to remove in the Department Tree and select the option Delete.



People

Click on the Main Menu at the top left-hand corner of the screen and choose the option People.



You will see a list of users already added to the system. Some of these are dummy users but others are OfficeMaps staff who have been added in case there is a need for them to have remote access during your onboarding process. You will be able to identify them because their user name will be in the format " firstname.lastname@officemaps.com". To delete a user, select the option Delete People from the Bulk Operations menu.



You will be able to select users to delete by clicking on the plus symbol next to each user and then they will appear on the right-hand side. Once you have selected as many as you'd like click on the Delete People button to remove them.

 


It is important that you do not delete all users. You will need to ensure that your login is still active. We recommend that all OfficeMaps users are only removed once you are satisfied that more than one user from your organisation with Administrator role has been added to the system.

Neighbourhoods

Click on the Main Menu at the top left-hand corner of the screen and choose the option Preferences -> Neighbourhoods. You will see a list of Neighbourhoods already added to the system. To delete any of these that do not apply to your organisation, simply click on the X on each row and confirm the deletion.





Locations

Click on the first tab in the left hand panel to see the Location Tree. You will see a number of locations in Sydney, Australia that come with your initial configuration. Beginning with the lowest tier (Level 18 or Level 21) right click on each one that you want to remove in the Location Tree and select the option Delete. Then move up the tree and continue to delete nodes until you have removed the unrequired locations. Please note, you cannot delete the top node.



If you have any questions about any of these steps, please contact us on  support@officemaps.com.

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