AgentConnect — Admin Brand Association

Overview

As admins for AgentConnect, you can set up 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

1. Navigate to the Admin section.
   
   

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2. Click Org Settings.
   
   

    

3. Open the Admin section.
   
   

    

4. Select Brand Associations.
   
   

    

5. The Brand Associations/Manage Brand Associations page opens. You can add a new branch association or edit an existing branch association from the page.
   
   

    

6. To add a new branch association, click Add. The Branch Associations/Brand List page opens.
   
   

   
   To edit an existing branch association, click the pencil icon of the branch association you would like to edit. The Branch Associations/Brand List page opens.
   
   

    

7. 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.
       
       

        

     • 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.
     
     

      

   • Additional Branches: Select any existing branches that use the same branding colors, logos, and addresses.
     
     

      

   • Active Toggle: Turn to Yes if you are ready to use the brand. It displays if the branding is active in the system.
     
     

      

8. Click Create to add the brand.
   
   

    

9. The Agent Connect Organization ID populates once the brand is created. The brand is now active in AgentConnect.