Overview
This article guides you through the process of editing Branch details
The article is divided into the following seven topics:
Prerequisites
Role
Scope
Use case
Navigation
Branch level
Modify branch details
Prerequisites
Role
All Roles permit Staff members to modify Branch settings.
Scope
You must have a Role in the Branch you wish to modify the Branch settings.
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
There are several reasons you would modify Branch details:
- Change the Branch name
- Change the Branch manager
- Change contact details (email or contact number)
- Change the physical address
- Change the business hours
Navigation
Branch settings are modified at Branch level:
Branch level
To modify a Branch:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Branch settings
Modify branch details
To modify Branch details:
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Click Edit |
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Make your changes to the Branch information |
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Click Update |