# Set up offices and zones

> Add an office, give people access, or group offices in a zone.

Language: en-US. Product guide: https://agencymesh.com/help/administration-groups-and-zones/.

Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Offices](https://app.agencymesh.app/administration?tab=groups) or [Zones](https://app.agencymesh.app/administration?tab=zones). Operations and Administrator can save changes; Accounting can review.

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## Add or edit an office

1. Select **New Office**. In **Details**, enter **Short name**, **Display name**, **Status**, **Office phone number**, and **Office address**.
2. Select **Next** for **Connections**. Add the office’s system, phone, or camera settings as needed; leave unused connections blank.
3. Select **Next** for **Members**, choose **Users to add**, then **Create Office**. Include yourself if you need access.
4. For later changes, select the office’s **Manage** button, edit **Details** or **Connections**, then **Save office**.

Office names and **Two-factor phone number** are locked after creation. The first office created during [onboarding](/help/self-serve-onboarding/) already includes its administrator.

**Connections** holds **AMS office name** for to-dos, **Rater name** for quotes, **Office IP address / hostname** for connection matching, and phone mappings. For cameras, choose **Camera type**, enter its sign-in details, set **Default camera channel**, then test in [Office Cameras](https://app.agencymesh.app/cameras/office_cameras).

For **Active** or **Away** agents, Directory > Team compares their recorded connection with **Office IP address / hostname**. No match shows **Remote**; changing the Dashboard office does not change this label.

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## Give people office access

1. Select the office’s **Manage > Members**. Choose **Available users > Add selected users** or **Users to remove > Remove selected users**.

Member changes save immediately. Roles are separate in [Users](https://app.agencymesh.app/administration?tab=users) > **Manage > Roles**.

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## Group offices in a zone

1. In **Zones**, select **New Zone**. Enter **Short name**, **Display name**, and **Status**; select **Next**, choose **Available offices**, then **Create Zone**.
2. To move an office, open its **Manage > Zones**. Use **Remove zone**, then choose **Available zones > Assign zone**. An office can belong to one zone.
3. To change zone names, open the zone’s **Manage > Details**, then **Save details**. To disable an office or zone, use its row’s **Disable**; **Show Disabled > Enable** restores it.

Zone membership saves immediately. [Options](https://app.agencymesh.app/administration?tab=options) > **Dashboard Settings** controls Zone Shift and leaderboard sharing.

## Related guides

- [Onboarding: set up your company](https://agencymesh.com/help/self-serve-onboarding.md)
- [Manage your company](https://agencymesh.com/help/office-administration.md)
- [Manage users and sessions](https://agencymesh.com/help/administration-users-and-sessions.md)
- [Get the right access](https://agencymesh.com/help/roles-and-permissions.md)
- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)