Language service providers with offices in multiple locations can profit from the Branches functionality. After enabling it in your XTRF Platform, each office can be added as a new branch in the Home Portal.

To add new branches to your organization or edit the existing ones, go to the Configuration menu → General Configuration → Branches.

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1. Go to the Configuration menu → General Configuration → Branches.

2. Click the Add button on top of the Branches table. You will be directed to the Add Branch page.

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3. Provide the Name and the Full Name of the new branch.

4. Decide whether you want this branch to be:

   1. Active, i.e., available for selection on the Home Portal.

   2. Preferred Item, i.e., displayed on top of the drop-down lists.

   3. Default, i.e., selected by default while adding new entities.

5. (Optional) Provide the address and contact details for the new branch.

6. Provide the E-mail Address.

7. Select the Currency used in this branch.

8. Click the Save button.

1. On the Browse Branches page, click the icon for the selected branch. You will be directed to this branch page.

2. In the General tab, you can check or change the information provided while adding this branch.

3. In the E-mail tab, you can set a separate outgoing e-mail service for the branch. Otherwise, the server set in the E-mail tab will be used.

   1. Check the Use Own SMTP Server box to activate the fields below.

   2. Provide the information as described in the E-mail tab article.

   3. Click the Save button.

4. In the Branding tab, you can set a different logo for this branch.

   1. Click the Select file… button and upload the desired file from your local machine.

   2. Click the Save button.

5. In the Payment Methods tab, you can select which payment methods can be used by this branch. To learn more about those methods, see the System Values: Basic – Payment Methods article.

   To select specific payment methods, uncheck the Available Payment Methods and/or Default Payment Methods boxes. Double-click on the method to move it to the Selected Items or Available Items list. Also, you can select a method and click the Add or Remove buttons to move it between the lists. 

6. Click the Save button.

A branch can be assigned to:

• clients and vendors in the Main Data tab > Identification Data subtab of their profiles (see the Create a new client profile and Create a new vendor profile guides).
  
  

• users in the General Info tab of the user profiles (see the Edit a user profile guide).