Skip to main content

Adding a Branch Location

If you have multiple office locations, you will want to enable and add a branch location. This article will show you how.

Chris Arenas avatar
Written by Chris Arenas
Updated this week


When setting up a new account, consider how you’d like to group your agents—this could be by geographic location, product type, or role type (e.g., Sales vs. Customer Service).

Every user is linked to a Branch, and each Branch is connected to a Corporate-level account structure.

Image 1.1 User Hierarchy

To Add a New Branch:

  • Go to More > Settings > Users

  • Click the Add Branch button (1)

  • A box will pop upto Add New Branch

  • Fill in the name and any other pertinent information.

  • Click Save

Image 1.2 Add New Branch Button

 Image 1.3 Add New Branch Pop Up

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

Image 1.4 Branch Added

Did this answer your question?