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XTRF Home Portal Configuration menu

Branches

In this section, you can browse your company’s branches and add and edit information about them. For details, see the Manage branches guide.

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In the Branches table, you can see the current branches listed on the Home Portal.

  • You can change or edit the view (for details, see the Classic views article).

  • Use the filters on the left to locate a specific branch.

  • Click the Edit.png icon to edit the branch details.

  • Select one or several checkboxes in the left-hand column and click the Wheel_CP.png icon. The action menu is displayed.

    Branches11.png

    Here you can:

    • select or deselect all branches.

    • activate or deactivate the selected branches.

    • mark or unmark the selected branches as preferred.

Each Home Portal has a default headquarters branch created with the address data populated from your license. It cannot be deactivated or edited by a local administrator. Any updates must be requested via XTRF Support.