How to Add Branches:
To Add a Branch, You Must First Create a Separate DripJobs Account for the New Branch. Then, Assign the Branch Admin Role to the Same User Across All Accounts. After That, Contact the DripJobs Support Team to Request the Connection of These Accounts. The Team Will Handle the Linking Process From the Development Side. It is essential to note that settings, parameters, and proposal templates cannot be transferred from one account to another. Each new branch account must be independently customized to ensure unique configurations tailored to that location.
Once the Branches Have Been Successfully Connected by the DripJobs Team, the Branch Admin Will Be Able to Switch Between Accounts Using the Branch Icon at the Top Right of the Dashboard. From There, You Can Easily Move From One Branch to Another. This independent account setup ensures that each branch's specific details, such as proposal templates and customer information, are fully customized for their unique operational needs.
1.So First Go To The Branch Icon Which You Will Find In The Top Right Corner Near The Name When Everything Is Ready And Connected
2.And Here You Will Find And Be Able To Manage The Branches
3.Click on "Switch Account" to Instantly Move Between Branches.
This option allows the Branch Admin to quickly switch from one branch to another (for example, from DripJobs Testing 1 to DripJobs Testing 2). Once you click the button, the system will update your view so you can manage the selected branch without logging out or changing accounts manually
