Adding an Office Occupier
- Sophie Cooper
Analytics
Adding an Office Occupier on the Vicinitee platform:
Open your Tools URL - this may be available as a Quicklink in your Equiem platform
In the top menu, go to Admin
Under the General section, click Manage Properties & Occupiers
Click the Pencil icon next to the property you want to manage
Click the Occupiers button, this will open a list of existing occupiers and allow you to add and manage companies
Click Add New
Click Add Office Occupier
Search for the company.
It’s useful to try variations of the name, for example with or without the Ltd to check if they are in the system under a name you don’t expect.
This is important as if you set up a company with a different spelling to any existing one, any users attached to that existing company will not be able to be linked to the company against your building.
If the company exists in the database:
a. Click Pick, this will bring up the company’s details. Confirm this is the right company.
b. Click Save.
If the company doesn’t exist in the database:
a. Click the “Can’t find the company? To add a new one click here”
b. Enter the Name of the company
c. Choose the Business Type - the only options are Retail and Wholesale. It doesn’t matter which option you pick as it doesn’t impact the functionality.
d. Domain email for SSO - please leave this blank
If this field is completed, it will prevent users from logging in successfully.
e. Enter the Address Line 1.
f. Enter the Postal Town.
g. Click Save to apply the changes.