Create Branch Office Locations & Link Users to their Primary Branch Office

You can create branch offices for your firm/organisation as locations. Users can then be linked to a branch/location.  

Step 1 - Create/Edit Branch Offices

You can add all your branch offices as locations to your firm which is your default organisation.

  1. Admin > Operational Data Store > Organisations.
  2. Find your organisation and open it. The Edit Organisation blade opens.
  3. Open Locations.  Click Add New to add a new branch.
  4. Select the Location Type and find the address.
  5. Continue to add all branches.
  6. Save and Close.
 
 

Step 2 - Link Users to the Organisation

You can link users to the organisation as employees.

  1. Admin > Users.
  2. Find the user and click on them to open the User Profile blade.
  3. Select My Networks and click Add New.
  4. Select Employed by…
  5. This opens the Search Organisation blade. Find the organisation and select Link.
  6. This opens the Edit Connection blade where you can record further details about their employment.
  7. Save and Close.
 
 

Step 3 - Link Users to a Branch Office

You can link a user to their primary branch office within the organisation.

  1. Admin > Users.
  2. Find the user and click on them to open the User Profile blade.
  3. Click Edit Profile and select Locations.
  4. Because you have added their organisation as a connection in step 2, there is a From Connections options. Click From Connections - this displays all the locations for the organisation they are employed by.  
  5. Find their branch and click the link button to add that location.
  6. If you now click This Participant, that location has been added.
  7. Save and close the profile.