How to Create a Branch
Ready to add a new Branch to your organization? It's a straightforward process that gives you powerful control over how your teams are structured. Let's get started!
Head to the Admin Portal
First, we need to get to your administrator settings.
Click your User Icon at the top-right corner of the page.
Select Administrator from the dropdown menu.
This will take you to your admin portal (admin.smackdab.ai)
Navigate to Branch Management
Once in the admin portal, click on Branch from the menu on the right. This will take you to the Branch Listing page, where you can see all your existing branches.
Click the Add Branch button at the top-right corner of the screen. A window will pop up, ready for you to fill in the details.
Set Up Your New Branch
Here’s where you bring your new Branch to life. Fill in the following sections to configure it perfectly:
Position: Define where this Branch fits within your company's structure. You can place it under a parent branch to create a clear hierarchy.
Details: Enter the essential info, like the Branch name, address, time zone, and contact details.
Billing: Decide if this Branch will have its own billing information or simply use the main account's billing settings.
Customization: Choose whether this Branch can customize its own layouts for modules like Deals, Contacts, and Companies.
Calendar/Events: Set up calendar integrations for the Branch, connecting Google Calendar or Outlook and configuring permissions.
Communication: Manage email integration preferences, such as enabling Google or Microsoft email accounts for users in this Branch.
Stream: Control what activity stream updates are tracked and visible for this specific Branch.
Security Center: Fine-tune security settings, including login sessions, alerts, two-factor authentication (2FA), and other custom rules.
Other Modules: Manage settings for any other modules that are relevant to this Branch's operations.
What Happens Next?
Once you hit save, your new Branch is created instantly!
It will appear on your Branch Listing page and in the Hierarchy view.
To help you get started right away, the system automatically creates a few essential building blocks for the new Branch, including Administrator and User permission groups.
And that's it! You've successfully created a new Branch, bringing even more clarity and organization to your CRM.