Migrating to Level and Campus Hierarchy

In May 2017 we released a new office settings page, expanded locations to cover more specific types of hierarchy, and added Levels and Campuses. For more background on why this change happened, read our guide then come back here to get started.

This guide will help Admins group Buildings (formerly Locations) into Campuses, and Spaces into Levels (e.g. Floor 2). Options vary by plan.

Before: Boston 11 West (Location) > Floor 3 Conference Room (Space)

After: Boston HQ (Campus) > 11 West (Building) > Floor 3 (Level) > Conference Room (Space)

Here are some key changes:

  • Spaces and Locations settings pages are combined under Offices. Allows admins to quickly manage multiple tiers of settings from one consistent layout.
  • Locations are renamed to Buildings.
  • Campuses and Levels are new, optional ways to group Buildings and Spaces.
  • You can group Buildings (formerly Locations) into Campuses, and Spaces into Levels (e.g. Floor 2). Options vary by plan.

What is the difference between a building and a campus?

Previously called Locations, buildings are the primary way to identify the physical location of an office and group spaces together. Your company might have buildings that would benefit from reorganization into campuses.

A campus is a group of nearby buildings, available to Premium and Enterprise plans. You might refer to campuses by city or country (e.g. Boston Office, Singapore), whereas buildings within a campus could be East/West, nicknames, or street addresses.

In the example below, three buildings belong to the same company. To streamline the process of finding all conference rooms in San Francisco, an admin would create one campus called San Francisco.

Office_Hierarchy__7_.png

Office_Hierarchy__8_.png

Adding Campuses

To add campuses, go to Settings > Offices > Add a Campus

Add_Campus.gif 

Once you have named your campus, you’ll want to add a few buildings to it. Select the campus then Create a New Building or Assign Existing Buildings.

Assign_Buildings_to_Campus.gif

Using Levels

A level identifies a floor in a building. If your company has spaces on multiple floors within a building, spaces can be grouped accordingly. Levels are optional, your spaces will still be organized by building as a default. Use Settings > Office > Select a Building to add one or more levels.

Add_Level.gif

Once a level is added you can choose to Assign Existing Spaces or Create a New Space.

Assign_Spaces_to_Levels.gif

In the example above, the admin was using space names to denote floor numbers. After a space is added to a level, they might consider renaming the space by removing the FL 2, FL 3 prefixes.

 

Step-by-step recommendations to update existing buildings and spaces

Nervous about making changes to your organization’s settings? Here’s a step-by-step workflow for adding a campus and using levels:
 
A company with the following buildings could use a campus

Los Angeles - 1 Pacific Coast Highway
Los Angeles - 300 Hollywood Blvd
Los Angeles - 590 State
Seattle
Melbourne
Paris
 
Workflow 

In Office>Settings, create a new Campus called Los Angeles

From the Los Angeles Campus, Assign existing buildings

Optionally rename buildings by removing the “Los Angeles” prefix.
There is no need to update the remaining buildings
 
A company has the following buildings* and could use levels

Norwalk
Boston

New York 9th Floor

New York 10th Floor
 
Workflow

In Office>Settings rename the  “New York 10th floor” building to “New York”
Add levels in the “New York” building: 9th floor and 10th floor
From the 10th floor level, Assign existing spaces to the level
From each space settings page, update the building from the old “New York 9th floor” building to the “New York” building, “9th floor” level
Delete “New York 9th floor” building once all spaces have been relocated.


*In other organizations, some spaces have “Floor #” as a prefix/suffix. A similar process would apply; however, nothing would be deleted. Spaces would be renamed once assigned to a level.


Have any other questions? We're here to help make this a smooth transition via live chat or support emails.

 

Did this article help?