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AgentConnect: Admin Brand Association

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As admins for AgentConnect, you can set up Brand Associations. The branding can be applied at your organization and branch levels.

How to Set Up a Brand Association

  1. Navigate to the Admin section

  2. Click on Org Settings

  3. Open up the Admin Section

  4. Select Brand Associations

  5. Add or Edit Brand Association

    • To add a new brand association click Add

    • To edit and existing brand

  6. Enter or Edit a Brand Name: This will be a reference name for the brand that will be used by all of the branches where it is associate.

  7. AgentConnect Org Name: This will be the top level organization name

    • Select from drop-down list

    • Add a new Organation Name

  8. Primary Branch

    • Designate one of the branches associated with the brand

    • Select from any existing Branch

  9. Additional Branches

    • Enter any remaining branches that use the same branding colors, logos, and addresses

    • Select from any existing Branches

  10. Turn the Toggle to Active if you are ready to use the brand

    • Displays if the branding is active in the system

  11. Click Create to add the brand

  12. The Agent Connect Organization ID will populate once the brand is created

    • The brand is now active in AgentConnect

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