Branches and Workstations

Manage financial institution (FI) branches and workstations. On the Admin Dashboard page, click Branches & Workstations, or click Administration > Branches & Workstations from the menu.

Manage financial institution (FI) branches. On the Admin Dashboard page, click Branches & Workstations, or click Administration > Branches & Workstations from the menu. When the Branches tab is selected, all of the financial institution's branches are displayed.

Branches

Search Branch Click in the Search Branch field and begin typing to display specific branches.
Select All When the Select All checkbox is selected, all of the branches within the financial institution are selected. When selected again, all of the branches within the financial institution are deselected. The Select All checkbox is blue () when one or more branches are selected.
Branch All of the branches are listed on this page. Hover over a branch to display the following icons. Click the branch to expand and collapse the row. When the branch is expanded, the branch is in edit mode to allow you to edit the branch name. Refer to the Edit icon for details.

 

 
Settings When Settings is clicked, the Branch Settings pop-up window is displayed to allow you to view and edit the branch's settings. Refer to Branch Settings for details.

Branch Settings Popup Window
Workstations View the workstations associated with this branch.

Workstations
Edit When the branch's row is expanded or the Edit icon is clicked, the Branch Name field is displayed. Make changes to the existing branch name. A branch name is required. The field requires a minimum of 4 characters and can have a maximum of 25 characters. Supported special characters are dashes (-), hyphens or hashtags (#), colons (:), and spaces. Spaces cannot be the first or last characters. Click Cancel to undo changes and revert to the original branch name. Click Clear to delete the branch name. Click Save to save changes to the branch name.

Branch Name Field
Delete Click this icon to delete this branch. If you decide you do not want to delete the branch, collapse the row or click another icon to cancel the deletion process.

If a branch has workstations associated with it, select one of the options, and then click Delete.

If a branch does not have workstations associated with it, click Delete.

Delete a Branch
Branches / Workstations Tab Toggle between the Branches and Workstations view.
New Branch Click New Branch to create a new branch. The New Branch window is displayed. Enter a name for the branch. A branch name is required. The field requires a minimum of 4 characters and can have a maximum of 25 characters. Supported special characters are dashes (-), hyphens or hashtags (#), colons (:), and spaces. Spaces cannot be the first or last characters. Click Close to close the window without adding a new branch. Click Cancel to clear any values in the Branch Name field. Click Save to add the new branch.

New Branch Window
Clone Source Copy the settings from one branch and apply those settings to one or more other branches.

To copy the settings from one branch and apply those settings to one or more other branches, perform this procedure:

  1. Click the Clone Source icon.

  2. Select a branch from the Branches dropdown menu. This branch's settings will be copied and applied to other branches.

    Select Source

  3. Click Select.

    Click Select

  4. Select the checkbox of one or more branches. Check Select All to select all of the branches. The branches selected in this step will have their existing settings replaced with the settings copied from the source branch selected in Step 3.

    Select Branches

  5. Click Confirm. The page is refreshed and all settings are updated.

Note: Alternatively, you can select the branches that will have their existing settings replaced first, and then click Clone Source to select the source branch.
Delete Click Delete to delete one or more branches.

  1. Click the Delete icon.

  2. Select one or more branches to delete.

  3. Select one of the options.

  4. Click Delete. Click Cancel to exit delete mode without deleting any branches.
Expand / Collapse When the arrow is pointing down, the row is collapsed. When the arrow is pointing up, the row is expanded. Click anywhere on the row to expand and collapse the row.

Manage financial institution (FI) workstations. On the Admin Dashboard page, click Branches & Workstations, or click Administration > Branches & Workstations from the menu. When the Workstations tab is selected, all of the financial institution's workstations are displayed.

Workstations Page

Search Workstation Click in the Search Workstation field and begin typing to display specific workstations.
Select All When the Select All checkbox is selected, all of the workstations within the financial institution are selected. When selected again, all of the workstations within the financial institution are deselected. The Select All checkbox is blue () when one or more workstations are selected.
Workstation All of the workstations are listed on this page. Hover over a workstation to display the following icons. Click the workstation to expand and collapse the row. When the workstation is expanded, the workstation is in edit mode to allow you to edit the workstation name and port. Refer to the Edit icon for details.

 

 
Settings When Settings is clicked, the Workstation Settings pop-up window is displayed to allow you to view and edit the workstation's settings. Refer to Workstation Settings for details.

Workstation Settings
Edit When the workstation's row is expanded or the Edit icon is clicked, the Workstation Name field and Port field are displayed. Make changes as needed.

  • Workstation Name: A workstation name is required. The Workstation Name field requires a minimum of 4 characters and can have a maximum of 25 characters. Supported special characters are dashes (-), hyphens or hashtags (#), colons (:), and spaces. Spaces cannot be the first or last characters.

  • Port: The Port field has a valid value range from 1 to 65535. The Port field can also be blank (unassigned).

Click Cancel to undo changes and revert to the original workstation name. Click Clear to delete the workstation name. Click Save to save changes to the workstation name.

Edit Workstation Name and Port
Delete Click this icon to delete this workstation. If you decide you do not want to delete the workstation, collapse the row or click another icon to cancel the deletion process.

Click Delete to confirm. The workstation is removed from the list.

Delete a Workstation
Branches / Workstations Tab Toggle between the Branches and Workstations view.
New Workstation Click New Workstation to create a new workstation. The New Workstation window is displayed. Enter a name for the workstation. A workstation name is required. The field requires a minimum of 4 characters and can have a maximum of 25 characters. Supported special characters are dashes (-), hyphens or hashtags (#), colons (:), and spaces. Spaces cannot be the first or last characters. Click Close to close the window without adding a new workstation. Click Cancel to clear any values in the Workstation Name field. Click Save to add the new workstation.

Create a New Workstation

Move

Add an existing workstation to a branch.

To add one or more existing workstations to a branch, perform this procedure:

  1. Click the Move Move Icon icon.

  2. Select a branch.

    Select a branch

  3. Click Select.

  4. Select the checkbox of one or more workstations to be moved to that branch. Check Select All to select all of the workstations.

    Confirm Selection

  5. Click Confirm. The workstations are now assigned to the selected branch.

Note: Alternatively, you can select the workstations that will be added to a branch first, and then click Move to select the branch.

Clone Source Copy the settings from one workstation and apply those settings to one or more other workstations.

To copy the settings from one workstation and apply those settings to one or more other workstations, perform this procedure:

  1. Click the Clone Source icon.

  2. Select a workstation from the Workstations dropdown menu. This workstation's settings will be copied and applied to other workstations.

    Select Workstation

  3. Click Select.

    Workstation Selected

  4. Select the checkbox of one or more workstations. Check Select All to select all of the workstations. The workstations selected in this step will have their existing settings replaced with the settings copied from the source workstation selected in Step 3.

    Confirm

  5. Click Confirm. The page is refreshed and all settings are updated.

Note: Alternatively, you can select the workstations that will have their existing settings replaced first, and then click Clone Source to select the source workstation.
Delete Click Delete to delete one or more workstations.

  1. Click the Delete icon.

  2. Select one or more workstations to delete.

    Confirm Deletion

  3. Click OK. Click Cancel to exit delete mode without deleting any workstations.

Note: Alternatively, you can select the workstations that will be deleted first, and then click the Delete icon.
Expand / Collapse When the arrow is pointing down, the row is collapsed. When the arrow is pointing up, the row is expanded. Click anywhere on the row to expand and collapse the row.