Centralized Office Management provides a unified dashboard designed to streamline the administration of multiple offices across your organization. This centralized interface replaces the need to navigate individual office settings, allowing administrators to view, configure, and manage all locations from a single page.
Admins can perform bulk actions, use real-time search and filtering, and adjust global settings for Dialpad AI and call recording via inline toggles, significantly increasing operational efficiency by consolidating high-level oversight and granular office controls into a single cohesive experience.
Who can use this
Centralized Office Management is available to company-level Admins on a Dialpad Connect license.
Let’s dive in!
Access Office Management
To access the Office Management page, navigate to your Dialpad Admin Settings.
Select My Company
Select Office Management
Here, you can access the office table, which lists all of the company offices.
Search offices
Use the search bar at the top of the table to enter the office name and see real-time results.
Note
When a search is active, any selected filters are removed.
You can filter offices for certain settings, including:
Dialpad AI
Call Recording
AI Management
Select your desired filter to view refreshed results.
Note
Applying a filter clears any active search.
Change settings for a single Office
You can change the settings for a single office, if desired, from the Office Management page. To change the settings for a single office, go to your Dialpad Admin Settings.
Select My Company
Select Office Management
Locate the desired office in the table
Select settings for:
Admin Call Recording
Dialpad AI
AI Management
Review the updated states in the table
Note
Changes are saved instantly.
Open an Office’s settings page
If you want to modify the settings for a single office in more detail, select the office name on the dedicated settings page to manage its settings.
To manage office settings for a single office, check out this Help Center article.
Use Bulk Operations
If you want to make changes to office settings for multiple offices at once, you can do a bulk update. To make a bulk update to multiple offices, go to your Dialpad Admin Settings.
Select My Company
Select Office Management
Select one or more offices using the checkboxes in the table
Note
Optionally, select Show Selected Only to verify your selection.
Choose the desired bulk action. You can enable or disable:
Call Recording
AI Features
AI Management
Note
Changes apply in a single request. Bulk actions apply immediately and can’t be undone.
Export Office Data
You can create a report about your offices at a company level by exporting data to a .csv file. Exported data includes:
Office | The name of the office. |
Location | The office's location by country. |
Users | The number of users for that office. |
Call Recording | Indicates if call recording is turned on or off for that office (TRUE or FALSE). |
AI Features | Indicates if AI features are turned on or off for that office (TRUE or FALSE). |
AI Management | Indicates if AI Management is turned on or off for that office (TRUE or FALSE). |
To export Office Management data, go to your Dialpad Admin Settings.
Select My Company
Select Office Management
Select Export
The .csv file is downloaded and made available on your local drive.
Note
Exported data includes all offices in the company, regardless of any filters or active searches.
Frequently asked questions
Does this replace individual office settings?
No. The options on the Office Management page change the same settings that already exist in each office’s settings page; this is simply a faster way to view and update them.
Are changes logged?
Yes. Actions are logged in the Admin Audit Log.
Does the CSV export include all offices or only filtered results?
It includes all offices in the company, regardless of active filters or search.
Are bulk operations reversible?
No. Bulk operations apply immediately and can’t be undone.
Does this affect end users?
No. The feature is entirely in the Admin Portal and does not change end-user workflows.