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How To Send A New Office Connection Request From An Executive Suite

Easily connect with your company offices to manage compliance and extend CE benefits

Overview:

Executive Suites can connect with their company’s offices through the Office Connection Manager. This connection allows company-wide visibility on compliance status and enables CE benefits for employees across all linked offices. Follow the steps below to send a new connection request.

Steps:

  1. From your Dashboard,  click “View All”, from the Offices card.
    Screenshot 2026-07-29 at 3.21.47 PM

  2. From the Office Connection Manager, click 'Connect New Office'.
    Screenshot 2026-07-29 at 3.53.05 PM

  3. Use the search bar to enter office names or keywords, and apply filters to narrow your search.
    Screenshot 2026-07-29 at 3.54.56 PM

  4. Find the office you want to connect with and click “Send Request.”
    Screenshot 2026-07-29 at 3.55.50 PM

  5. The office will now appear under the Pending Connections Manager in the Sent Requests section until it’s accepted.
    Screenshot 2026-07-29 at 3.57.15 PM

 

If You Receive a Credit Error:

If you have never purchased credits or have already used all your office connection credits, you will see the following message:

Screenshot 2025-06-11 at 7.08.54 AM

 

Please refer to the article below for details on purchasing more connection credits.