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