Overview
As admins for AgentConnect, you can set up Brand Associations brand associations. The branding can be applied at your organization and branch levels.
This article describes how to set up a brand association.
...
How to Set Up a Brand Association
Navigate to the Admin section.
Click on Org Settings.
Open up the Admin Sectionsection.
Select Brand Associations.
Add or Edit Brand Association
The Brand Associations/Manage Brand Associations page opens. You can add a new branch association or edit an existing branch association from the page.
To add a new
brandbranch association, click Add
. The Branch Associations/Brand List page opens.
and existing brand
To edit
Enter or Edit a an existing branch association, click the pencil icon of the branch association you would like to edit. The Branch Associations/Brand List page opens.
Complete (for new branch associations) or edit (for existing branch associations) the following information on the Branch Associations/Brand List page.
Brand Name: This
is a reference name for the brand that will be used by all of the branches where it is
associated.
AgentConnect Org Name: This
is the top-level organization name.
Select an existing name from the drop-down list.
Add a new Organation Name
Primary Branch
- Designate
OR, click the + icon to add a new name.
Primary Branch: Select an existing branch from the drop-down list to designate as one of the branches associated with the brand
Select from any existing Branch
.
Additional Branches
Enter : Select any remaining existing branches that use the same branding colors, logos, and addresses.
Select from any existing Branches
Active Toggle: Turn to Yes if you are ready to use the brand
Displays . It displays if the branding is active in the system.
Click Create to add the brand.
The Agent Connect Organization ID will populate populates once the brand is created. The brand is now active in AgentConnect.
