Managing Branches
Index
Overview
When setting up a company, many different branches underneath the company can be created to assist in maintaining the different locations or companies that would like to use TourDesk.
The branch are able to be configured just as extensively as the company excluding some details which are taken from the company directly.
Creating a Branch
The Branches screen can be accessed two ways. The first way is clicking on My Company in the main menu and go to the Branches tab...
Or click on Manage Branches in the main menu...
In the Branches screen...
Click Add New...
Edit the Company Details... Please Note: For a more detail explanation on the different sections, please refer Managing Company Details in TourDesk...Click Save Changes and TourDesk will create the branch.
After TourDesk has entered the branch into the Branch listings. Create new users by clicking on the specified branch and under the Users tab, click Add New User...
Please Note: New Users for branches can also be created through My Company in the main menu. For more information, please refer to Setting Up New Users
Editing Branch Details
Go to the Branch Details through the one of the methods, Refer Adding a Branch...
Click on the specified branch to edit the details...
This will bring up the Branch details...
Once all the desired details have been edited click on Save Changes