When building a new account, consider how you want to group your agents. You may decide by geolocation, or product types or the type of role (sales versus customer service). 

All users are associated to a Branch and each Branch is associated to the Corporate level type. 

User Hierarchy

To Add a New Branch:

  • Click the Add Branch icon (1)
  • A box will populate to Add New Branch
  • Fill in Name and any other pertinent information.
  • Click Save

Add New Branch

 Add New Branch

Note: When completed, the branch will appear beneath Corporate or under any other branches previously created. (2)

Branch Added

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