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Create or update branch accounts
This section is only intended for Administrators. Only Users with Administrator rights will have the necessary access to make the changes described here.
A society or trust would normally only have branch accounts if they are a quite large organisation that has branch societies (for example in a number of regions). It is possible to have several Branches to reflect the way your organisation operates. Where there are branches, there are two types of Administrator:
- A Global Administrator can create Users and associate them with any established Branch.
- A Branch Administrator can also create Users and they will automatically be associated with that Branch.
In this section you will learn how to:
How to create a branch
The Administrator can create any number of Branches (provided the Enable the creation of branches flag in the Customer screen is set to Yes).
- Select the Logon button then enter your User ID and password.
- From the left hand menu select My Tools - User Administration - Branch Details - Create Branch.
- Complete the online form headed 'Branch Administration'.
- Fields marked with a red asterisk * must be completed.
Branch Name
Telephone Number: Use all three fields supplied. In the first field choose the appropriate country code (e.g. +64 for New Zealand), in the second field enter the area code and in the third field the telephone number.
Fax Number (optional): Use the same format as for the Telephone Number field.
Email Address for Invoice (optional): There are no fees associated with using any of the online services on the Societies and Trusts website - they are FREE - so you can leave this blank.
Postal Address
Street Address (optional)
Invoice at Branch level: There are no fees associated with using any of the online services on the Societies and Trusts website - they are FREE - so you can leave this set to the default setting of No.
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Payment details
There are no fees associated with using any of the online services on the Societies and Trusts website - they are FREE.
If, however, you think you will use your Logon on one of our other websites you may wish to select an appropriate payment option.
Sites and services
Leave these fields blank to access all available sites and services. Entering details into this section will restrict access to certain websites or services for users associated with your branch.
To only allow access to particular websites or services, use the Add buttons to display a pop-up list of sites or services and click on an entry to choose it. To choose multiple entries, hold down the Control [Ctrl] key and then click on each entry you want to select. Select OK to exit the pop up list and insert the chosen options in the box.
- If you intend to restrict access for certain Users you should make these selections by modifying the User Details.
Once the Branch Administration form is completed click Save to continue. We will display a message on screen to confirm that the Branch information has been updated.
How to update branch details
Once a Branch has been established the Administrator (for the Customer or this Branch) can update the details at any time. This includes the Branch addresses or contact details.
An Administrator should:
- Select the Logon button then enter your User ID and password.
- From the left hand menu select My Tools - User Administration - Branch Details - Modify Branch.
Once the 'Branch Administration' form is completed with the updated information click Save to continue. We will display a message on screen to confirm that the Branch information has been updated.
Note | If there is more than one Branch, a list of Branches will be displayed. Click on the link for the Branch you want to update.
