Step-by-Step Guide:
Access the Branches List: Log in to the Nutrogen platform. On the left-hand menu, click "Branches" and select "Branches List" from the dropdown. (0:09)
Start Branch Creation: Click the "+ Add Branch" button. (0:11)
Basic Information (Step 1): This will open the Create a Branch wizard. (0:06)
Add a Logo: Click "Upload Image" to add a logo for your branch. Note the recommended image size.
Business and Legal Information: Fill in the "Business Name" and "Legal Name" fields.
Owner/Manager: Enter the "Owner's/Manager's Name".
Contact Information: Add the location's "Contact Email" and "Contact Number."
Address: Enter the location "Address", "Country," "State," "City," and "Zip Code."
Branch's Website Input the location's website URL.
Configure Package Options (Step 2):
Choose a package You can choose a set "Package," for the branch or "Skip Package Plan" and allow the branch to chose a package on first log-in (0:50).
Configure Staff Roles (Step 3): Select a user role for the branch, add in their personal details and set their profile picture and contact details. This is the first user to log in to the system (1:24)
Set User Permissions: Select the user role and configure the set of available modules and access levels that the new user will have, before clicking Continue
To continue without setting a users role, Save permission as User Role (2:38)
Review and Finalize: The system then summarizes the created staff users, as well as their different permission levels.
Click Create Branch to create the branch with the supplied data.
A confirmation message should then appear saying, "Branch Added".
Your new entity can now be found listed in your list of Active Branches in the system.