How to Add Users to a Branch

    Company Admins can add users to a Branch in Access Management.  Branch access must be granted in order to allow users to access branch-specific information within Overtur Estimate and Order and 360 Portal apps.  Please note that the user being added must be part of the company (find more information on that here).

There are two ways to modify branches - you may either add users to a specific branch, or you may add branches to a specific user. Both options are described in the tutorials below: