Office Settings: managing offices

Last updated: May 6, 2026

Office Settings: Settings > Offices. Add via +Add New Office (name + currency). Edit by selecting from dropdown (name, address, phone, terms). Delete with option to migrate data to another office (irreversible). Ignore Payment/Notification settings (deprecated).

Manage office-specific information visible to students.

How to access

User icon (top right) > Settings > Offices.

Create a new office

  1. Click + Add New Office.
  2. Fill in:
  3. The new office appears in the office list.

Edit office information

  1. Select the office from the Settings for dropdown.
  2. Scroll down and update details: name, address, phone number, etc.
  3. Information appears on all quotations sent to students.

Terms and conditions added here are shown in applications.

Delete an office

  1. Select the office to remove.
  2. Scroll to the bottom > Remove Office.
  3. Choose to send all data to another office, or remove the entire office.

Warning. This action cannot be undone.

Note

Ignore the Payment and Notification settings within Office Settings — these are being deprecated.

Source: https://help.edvisor.io/efa/office-settings