Adding a Branch

Brian Castanheira

Created Dec 06, 2022

Adding a Branch

44
    t

Thebigposdemo

19 Steps
1

Go To Your Corporate Website URL

2

Click on Sign In

Click on Sign In
3

Enter your email address

Enter your email address
4

Enter your password

Enter your password
5

Click on Sign in

Click on Sign in
6

Select Branches

Select Branches
7

Select The Plus To Create a New Branch

Select The Plus To Create a New Branch
8

Choose Your Corporation

Choose Your Corporation
9

Enter a Site URL (Ex: branch.thebigposdemo.com)

Enter a Site URL (Ex: branch.thebigposdemo.com)
10

Fill This Page With Branch Information

Fill This Page With Branch Information
11

Select All Active State Licenses For This Branch

Select All Active State Licenses For This Branch
12

Open Branding & Images Tab

Open Branding & Images Tab
13

Fill this page out with your branding

Fill this page out with your branding
14

Open Features Tab

Open Features Tab
15

Select Any Features Needed

Select Any Features Needed
16

Open Integrations Tab

Open Integrations Tab
17

Enter Licensed Branch Managers Encompass Username

Enter Licensed Branch Managers Encompass Username
18

Enter The Licensed Branch Managers Encompass Product & Pricing Username

Enter The Licensed Branch Managers Encompass Product & Pricing Username
19

Click Save

Click Save
Well done!
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