Adding or editing an account, authority or branch

You add account, authority and branch on the same page; the selection of parent decides the level in the hierarchy.

1. Go to the Configuration section in the main menu.
2. Under Organisations, click Organisations.
3. Click on a row in the table to edit an entity.
4. Click Add organisation to add an entity.
5. Add a code, short name and a name.
6. Select Parent in the dropdown. Level and type will be populated automatically.
7. Click Save.

Note:
When you have added a branch, you must add at least one workplace to it.