Page Comparison

Admins can create as many offices or studios as you’d like on the Company Portfolio page. Offices and studios can be location or typology specific. Each firm is required to have at least one Office/Studio.

Step-by-step guides

To set up an office or studio

1. Navigate to the Company Portfolio page and look for the “Office/Studios” tile.
2. Click “Add office/studio”
3. Complete the form, including:
   1. Name
   2. Country
   3. State 
   4. City
   5. Postal code
   6. Phone number
4. Click "Save Location"

To edit an office or studio

1. Navigate to the Company Portfolio page and look for the “Office/Studios” tile.
2. Locate the office/ studio you would like to edit and click the three dots icon on the far left. Select "Edit.
3. Update your information
4. Click "Save Location"

To remove an office/studio

1. Navigate to the Company Portfolio page and look for the “Office/Studios” tile.
2. Locate the office/studio you’d like to edit an click the three dots icon on the far left. Select “Delete.”
3. Confirm your selection.

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Administrators have the ability to add new employees, change permission levels, and remove employees from the Employees tile on the Company dashboard. To add new employees, click Add Employee on the Employees tile, enter the employee’s email and permission level, and click Save.

The new employee will receive an email inviting them to DDx and prompting them to complete their account set-up. They will automatically be added to your company record after completing set-up.

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Change Employee Permission Levels

Users may be designated as an employee or administrator, with the following permissions:

To update an employee’s role and associated permission levels, locate the employee record from the Employees tile and select a new role from the dropdown menu.

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Remove Employees

To remove an employee, locate the employee record on the Employees tab and click the Trash icon on the far right under Actions, then a pop-up window will ask you to confirm your selection.

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