Only users with system administration permission can create branches and sub-branches.
To create a branch:
In order to add a new Branch Office, navigate to System workplace - click \the Branch Offices page.
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Go to the System workplace → Accounts → Branch Offices
Click the +Add button. The new branch field is added to the bottom of the list:
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In the Name boxthe Name box, enter the name of a new Branch.
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(The name of the branch must be unique.
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In the next step)
If necessary, you can configure permissions, which will determine which Loan Applications will be visible for branch users
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If "Allow access to loans not linked to a branch" is enabled, the Back-Office user will see loans that are linked to his branch and sub-branches and loans which are not linked to any branch
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additional permission for the users assigned to this branch.
By default, the branch is created “without access to another branch”, i.e. Back-Office users assigned only to this branch will see only the loans assigned to this branch.
Enable the "Allow access to loans not linked to a branch"
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if you want such Back-Office
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users to see:
Loans assigned to this branch
Loans assigned to its sub-branches
Click OK.
Use the same steps for adding a sub-branch by clicking Add button.
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Loans not assigned to any branches
Click the Save button.
