> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizations and locations

> Registered organization entities and the physical locations you deliver from.

These two tabs hold your agency's legal entity record and the physical places you operate from.

## Organizations

Registered organizations with legal names, types, subscription tiers, and status.

**Columns:** Name · Legal Name · Type · Status · Tier · Established

| Field           | What it records                                                                 |
| --------------- | ------------------------------------------------------------------------------- |
| **Name**        | The trading name staff recognise                                                |
| **Legal Name**  | The registered legal name, used on filings and contracts                        |
| **Type**        | The organization's legal structure                                              |
| **Status**      | Whether it is active                                                            |
| **Tier**        | Subscription tier — see [Plans and modules](/getting-started/plans-and-modules) |
| **Established** | Date of establishment                                                           |

<Warning>
  **Legal Name** and **Name** are frequently different, and using the wrong one on a filing or payer
  application causes rejections. Confirm which is required before submitting anything external.
</Warning>

## Locations

Physical office and service delivery locations with addresses and contact info.

**Columns:** Name · Type · City · State · Phone · Status

Locations matter operationally because most records in OfficeRidge are location-scoped. Your active
location filters what you see across the whole application.

| Field            | What it records                                          |
| ---------------- | -------------------------------------------------------- |
| **Type**         | Whether it is an office, service delivery site, or other |
| **City / State** | Where it is                                              |
| **Phone**        | Contact number                                           |
| **Status**       | Whether it is currently operating                        |

<Note>
  Multi-location support requires the **Professional** plan or higher. See
  [Plans and modules](/getting-started/plans-and-modules).
</Note>

## Adding a location

<Steps>
  <Step title="Confirm your plan supports it">
    Multi-location is a Professional feature.
  </Step>

  <Step title="Create the location record">
    Set name, type, address, and phone.
  </Step>

  <Step title="Assign the team">
    Staff are assigned per location. See [Location settings](/account/location-settings).
  </Step>

  <Step title="Check licensing requirements">
    A new location may need its own licence. See [Licences and surveys](/licensing/licenses-and-surveys).
  </Step>

  <Step title="Confirm status is active">
    Inactive locations should not receive new members or assignments.
  </Step>
</Steps>

<Warning>
  A new service delivery location often requires its own licence and may need adding to payer
  contracts before you can bill for services delivered from it. Check both before taking on members
  there.
</Warning>

## Closing a location

<Steps>
  <Step title="Transfer or discharge members">
    Members assigned to the location need reassigning first.
  </Step>

  <Step title="Reassign staff">
    Update location team assignments.
  </Step>

  <Step title="Set the status to inactive">
    Rather than deleting the record, which would break historical reporting.
  </Step>

  <Step title="Notify licensing and payers">
    Both usually require notification of a closure.
  </Step>
</Steps>

## Troubleshooting

| Problem                                        | What to check                                                                                |
| ---------------------------------------------- | -------------------------------------------------------------------------------------------- |
| I cannot add a second location                 | Multi-location requires the Professional plan.                                               |
| Records are missing after switching location   | They belong to a different location. Change your active location.                            |
| A filing was rejected on the organization name | Check whether **Legal Name** was required rather than **Name**.                              |
| Staff cannot see a location's members          | Confirm their location team assignment. See [Location settings](/account/location-settings). |

## Related

<CardGroup cols={2}>
  <Card title="Location settings" icon="map-pin" href="/account/location-settings">
    Configuration and team for your active location.
  </Card>

  <Card title="Licensing" icon="file-check" href="/licensing">
    Licences per location.
  </Card>
</CardGroup>