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Administration of branch and organisation accounts
Your account can have either two or three levels:
- Customer account level | containing customer (organisational) details.
- Branch level | groups within a customer organisation (optional).
- User level | individuals within an organisation or its branches.
Note | The branch level is an optional feature of your account. It is useful where your organisation wants to reflect a regional structure or perhaps to identify needs of different areas of business within your organisation. For example, sales, service, administration.
An Administrator can be appointed within your organisation to maintain customer, branch and user details. The first user is automatically assigned Administrator status, but this can be changed at any time.
If you are an Administrator, you must log on before you can access any of the administration options.
Adding a branch to your organisation
If you have numerous branches in your organisation, you can add these to your account.
Adding users to your branch or organisation
You can add more users to your branch or to your organisation account.
Maintaining your organisation account
Logon to the website using your assigned administrator username and password to maintain your organisation account.
