Adding New Branches

Only users with system administration permission can create branches and sub-branches.

1. Go to the System workplace → Accounts → Branch Offices
   
   

   Open

   

    

2. Click the +Add button. The new branch field is added to the bottom of the list:
   
   

   Open

   

3. In the Name box, enter the name of a new Branch. (The name of the branch must be unique.)

4. If necessary, you can configure additional permission for the users assigned to this branch.  

   1. 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" if you want such Back-Office users to see:

      1. Loans assigned to this branch

      2. Loans assigned to its sub-branches

      3. Loans not assigned to any branches

5. Click the Save button.