Branch User Management Practices
When setting up your branches, groups, and users within Console, there are different steps that you can take in order to structure them how you'd like. The scenarios outlined below can help you to configure these based on your specific needs. Whether you're creating users for the first time or moving existing users t…
1. Intro to Branch Users
Using Console, you can set up and manage branches and users with varying levels of access. Console admins (or a custom role with applicable permissions) can create and assign branch managers and members. A branch manager is a user who has a custom role scoped to that branch. Branch managers are not members of t…
