My Account - Advanced Learning Topics

All you need to know about the Roster and how it works

Multiple Office Associations

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Some of us have multiple offices that we report to, specifically if you are a manager. In your Moxi account, you can be associated with multiple offices. Follow the directions below to set this up! 

Multiple Office Associations 

1. From the agent drop-down, select My Account (see below). 

My_Account.png

2. Select View Additional Offices under your office title (see below). 

View_add_offices.png

3. To add an office, search for the office, then select Add (see below). 

Search_and_add.png

4. To manage your office association, select the three dots on the right (see below). Form here, you can delete offices, set a primary office, or update your information for that office. 

Three_dots_for_office.png

5. To remove an office, select Remove From Office (see below). 

Remove_Office.png

6. To set a new office as primary, select Set As Primary Office (see below). 

Set_Primary.png

7. To update your agent information for the office, use the text fields (see below).  Your changes will be automatically saved for you here. 

Add_Detials_to_office.png

 

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