Configure Staff-Led Branch Locations
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Configure Staff-Led Branch Locations

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Article summary

You can configure the branch locations that appear in the Application tracking section of the pre-KYC step (step 1) of the Staff-Led flow. You can also set a default branch for each staff user that will be pre-selected on all their Staff-Led applications. This article includes instructions for both configuring branches and setting a default branch.

Configure Branch Locations

To configure branch locations:

  1. From the Admin Platform sidebar, select Configurations > Institution settings, then search for the Staff Led Account Opening Branch Locations setting and select Edit.
  2. On the page that appears, select Add item to enter the name of a new branch location. Select Preview Changes to see a comparison of current locations vs. new locations.

  3. Add a note about the change in the Note field and select Save Changes to finish.

Set a Default Branch for a Staff User

To set a default branch for a staff user so they don't have to manually select their branch for each Staff-Led application:

  1. From the Admin Platform sidebar, select Users > Manage users and select the staff user's name to open their profile.
  2. On the right sidebar, scroll to the Branch section and select a branch name. The selected branch is saved automatically and will be pre-selected as the default branch on all future Staff-Led applications.

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