wiki-config-branches

Configure multiple branches for your agency

If your firm has multiple branches, enter them into the Agency details > Branches widget. Properties and users are associated with a particular branch by default. Users can add a property to a branch other than their own and managers can see performance statistics across an entire company.

To add a new branch, click Configuration in the left hand menu then select Agency Details. Open the Branches widget and click the button labelled “Click here to add a new branch”.

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