---
title: "Web Portal - Changing Software Setup and Configuration"
canonical: "https://support.crosslinktax.com/space/CSC/1869294593/Web%20Portal%20-%20Changing%20Software%20Setup%20and%20Configuration"
format: markdown
---
> ℹ️ This article demonstrates how to change software setup and configuration using the Web Portal. This allows the automatic completion of the registration information for an office on the first transmission.

> ⚠️ *Before these steps are taken, an office must be created. See: *<u>*[Creating an Office.](https://crosslinktax.atlassian.net/wiki/spaces/CSC/pages/1869293810)*</u>

** **

**Follow the instructions below to successfully complete the software setup information for a remote office:**

1. Log in to the **CrossLink Web Portal** using the main **Account Code, **a** multi-tier User ID**, or an** Admin **account.

2. Click **Office Management **>** Manage EROs/Office Setup**.

3. Next to the office to be updated, click on the **Edit Office** button.

4. On the following screens, fill out the appropriate information. Click **Save and Continue** to continue to each page.

5. Once the changes have been completed, the list of offices will be displayed.

6. Next to the office edited, click the **Publish Office** button to publish the information to the remote office.

> ✅ *The remote office will receive the information on the next transmission.*