Head Office Branch Settings

Use Head Office Branch Settings to publish settings with pre-configured values to your branches and subgroups.

To access Head Office Branch Settings, select the Head Office dropdown menu from the left-nav and the Branch Settings menu item.

Getting Started with Head Office Branch Settings

Get started with Head Office Branch Settings by reading our Frequently Asked Questions and Getting to Know articles.

Head Office Branch Settings videos

Use Head Office Branch Settings to publish settings with pre-configured values to your branches and subgroups.

Head Office Branch Settings FAQs

Here are some of our most frequently asked questions about Head Office Branch Settings.

Get to know Head Office Branch Settings

Use Head Office Branch Settings to publish settings with pre-configured values to your branches and subgroups.

Head Office Branch Settings Templates

Using branch settings templates allows you to save a record of your settings configurations which is useful for auditing purposes, republishing and general management of large quantities of settings.

Adding branch settings templates

You can create branch settings templates to select and configure settings to publish to your branches.

Editing branch settings templates

You can edit a settings template by adding, editing or deleting settings.

Deleting and restoring branch settings templates

You are able to delete branch settings templates, and restore them should they ever be needed again.

Publishing Branch Settings

You can publish branch settings using a template or ad-hoc, and view the details of all your published settings, including Date Published, Total Restrictions and the publish Status from within the Publish History.

Publishing branch settings templates

After setting up your branch settings templates, you can publish these to your branches.

Publishing ad-hoc branch settings

You can publish ad-hoc settings to your branches without the need for a template.

Viewing branch settings publish history

You can view the details of all your published templates.