Prevue Online How-To Guide Managing a Branch Account

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1 How to Manage a Branch Account This guide is intended for use by the Main Account that has established Branch accounts. The Main Account may need to edit Branch Account information such as allowing sharing of positions and/or candidates, automatic transfer of credits from the Main Account and establishing an Address book. These edits are done from the Main Account s Branch List page. Below is a description of how Branches are to be used. Branches are intended for accounts with multiple locations. If a Customer Account has more than one location, Branches are recommended in order to keep the data separate from the Main account. The Branch must have the same account type as the Main account. Branch accounts can use the Main account's Positions and those Candidates that may be used and shared by others. If you are a Distributor account, you should not create Branch accounts for Customers, but instead create a Customer account. See the How-To-Guide How to Create A New Account. Managing a Branch Account Managing a Branch Account STEP 0: (Rqd) Accessing the Administration Tab Click on the <Administration> tab. Choose <Branches> then click on < Branch List>

2 STEP 1: (Rqd) Locating a Branch Account The Branch List will display the number of pages required to list all Branch Accounts. Use the dropdown list of page numbers to locate the chosen Branch. The Branch List will display the following information: SC / PP / Status: whether the branch shares candidates (SC), accesses the parent account positions (PP) and whether the account is active or closed (Status). Branch Account Number: the number given by the system. Account Name: the unique name given to the Branch by the Administrator Candidates: Number of candidates added to each Branch Credits: Current Credit balance of the Branch account Date of Last Visit: The date a login in the Branch last signed in. The two final columns (NO / YES) indicate whether the branch can use the parent s positions (PP) and whether or not the branch will share candidates (SC) with other branches. STEP 2: (Rqd) Accessing Branch Account Details Clicking on the < > next to the chosen Branch will access the Branch Details screen.

3 STEP 3: (Rqd) Editing Branch Account Information Clicking on <Edit> will open the Branch Account s Details and allow you to add, change or delete information attached to the Branch.

4 STEP 4: (Opt) Changing Account Information Account information that may be edited includes: Branch Account Name: the unique name given the Branch Default Language: the language chosen for the Branch Branch Account Owner: the login owner associated with the Branch in the Main Account Account Access: whether <Public> or <Private> determines which logins will be able to view and use this Branch from the Main Account. NOTE: A privately owned branch cannot be accessed by member logins who are not the owner of the branch. The following information is managed by the system and cannot be edited: Credit Balance: will increase and decrease as Credits are bought or used Credits Used To Date: will increase as the Branch uses credits Date Created: the date the Branch Account was created Last Edited On: the date the Branch Account details were edited, including the adding of candidates and/or positions. Last Logged in: the date the account was last visited by any Login Candidates: will increase and decrease as Candidates are added or deleted Positions: will increase and decrease as Positions are added or deleted. Activities: will increase and decrease as Activities are added or deleted. Each Branch account will have 5 Activities when it is created. Logins: will increase and decrease as Logins are added or deleted.

5 STEP 5 : (Rqd) Accessing Branch Account Details Click on <Details> tab in the header under the <Save Changes> button. STEP 6: (Opt) Editing Branch Account Details Branch Account Details include: Company Division Phone Website Address Physical Address of the Company (optional). STEP 7: (Opt) Editing Branch Account Settings Branch Account Settings include: Allowing automatic transfer of credits from the Main Account NOTE: Allowing automatic transfer of credits means the Branch will not have to maintain a balance of credits in order to purchase report packages or activate positions. If this option is set to <NO>, the Main Account must transfer credits to the branch for Report Packages to be purchased or Position Activations to be completed. Allowing the branch to use the Parent Account s positions NOTE: The branches will not be able to use positions from other branches. This setting only allows the sharing of the Main Account s positions; therefore, it is advisable to create any new positions in the Main Account if they are to be shared with other branches. Sharing the Branch s candidates with other branches Identifying the Branch Contacts establish an list of individuals who are not logins on the branch but may have status & report s sent to them. Enter the address in the To field and separate with a semi-colon (;) before saving the changes. Click <Save Changes> to complete this task and return to the Branch Account Details screen.

6 STEP 8: (Opt) Access Branch Logins The information held in this area includes: A or M: whether the login is an Administrator or Member First and Last Name: the login s first and last names Username: the unique username associated with each login the address for each login Last Visited: The date the login last signed in at Job Title: Job title held by the login, if appropriate. NOTE: This screen is to allow you to view Logins who were previously created when creating the Branch. You will not be able to create new logins for the branch on this screen. Access the Branch from the drop down menu located at the top right of the screen and follow the instructions in the guide How to Create a Login. STEP 9: (Opt) the Branch Logins Click on the box to the left of the chosen Login. NOTE: Clicking on the box within the green header will select all logins. Once the login has been selected, click on <Send Login Info> to send the Username and Password to the chosen login s address. Click <DONE> in the center of the page to return to the Branch List.

7 STEP 10: (Opt) Managing Branch Account On the Branch List, click the box to the left of the chosen branch. NOTE: Clicking on the box in the green header will select ALL Branches attached to this Account. Administrative Options include: Delete: will permanently delete the Branch. Close: will close the Branch; disallowing any further action by any login in the Main Account or the Branch account. Re-Open: will active the Branch again and allow it to resume its activities.

8 STEP 11: (Opt) Search Options The Account List can be searched with the following Search options: Account Name: the unique name given to the branch Date Created: the creation date of the branch(es) Credit Balance: the branches with the specified credit balance Status: whether All, Closed, or Re-Opened Login: the branches associated with a particular login. Select from either Step 12 or Step 13 to complete the Search function. STEP 12: (Opt) Export to Excel Click on <Export to Excel> to export the information displayed on the screen to a spreadsheet version. Establish your Search criteria prior to clicking on <Export to Excel> to limit the data that will appear in the spreadsheet. STEP 13: (Opt) Completing the Task Click <Search> to display the criteria within PrevueOnline.com.

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