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Head Office Branch Settings videos

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

Note

You can use the table of contents to jump to the specific video you need. You can find more videos for all the processes you can complete in the Head Office Branch Settings module within each article, found in the left-navigation content tree.

Adding templates

You can create branch settings templates to select and configure settings to publish to your branches. Watch the video below to learn how to create a template.

45s, no sound

Editing templates

Once a template has been created, you may need to edit the settings.

24s, no sound

Deleting a branch settings templates

You are able to delete branch settings templates when they're no longer needed.

18s, no sound

Publishing branch settings templates

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

29s, no sound