Managing Branches & Areas

Branches and Areas allow you to organise the structure of your agency within Movebutler.

• Branches represent your individual office locations. Users are assigned to a branch, and Branch Administrators can view and manage transactions for their assigned branch only.
• Areas can be used to group multiple branches together, making it easier to manage larger agencies and identify which branches fall under the responsibility of an Area Manager.

Only Account Administrators can create, edit, or manage branches and areas.

If you need to add a new branch, amend an existing branch, or update your area structure, we recommend contacting Product Support. This helps ensure your agency is configured correctly and reduces the risk of issues with user permissions and branch services. 

If you prefer to manage your branches and areas yourself, follow the instructions below.

Adding a Branch 

1. Click My Account and select My Profile to open the Control Panel.

   

2. Click Areas and Branches 

   

3. Click Add Branch 

   

4. Enter the new branches details, including: 
   • Branch name
   • Branch Area
   • Branch Address 
   • Branch Contact Number and Email 
   • Select a Branch Manager

5. Click Add Branch 

Adding an Area

1. Click My Account and select My Profile to open the Control Panel.

   

2. Click Areas and Branches
3. Click Add Area
4. Enter the new areas details, including: 
   • Area name
   • Arena Manager

   • Branches within that area

     

5. Click Create Area

   

Removing a Branch 

Only Product Support can remove branches from your agency.

If a branch is no longer required, please contact Product Support with the name of the branch you wish to remove. 

Removing an Area 

1. Click My Account and select My Profile to open the Control Panel.

   

2. Click Areas and Branches
3. Click on the Area you want to remove.
4. Click Edit

5. Click Delete Area and then Confirm the deletion.