Configure Staff-Led Branch Locations

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 to 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 Staff members > Staff > select the staff user's name.

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.