Virtual Branches allow segregation of your database by restricting the users inside each Virtual Branch to only see records created by themselves or other users in the Virtual Branch. This can be used to partition off your database for a number of scenarios such as state by state, office by office, or broker by the broker.
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The diagram below illustrates what you can and can't see and do in a virtual branch.
Apply Online works differently for Virtual Branches. Refer to Apply Online and Virtual Branches.
Setting up Virtual Branches
You need Partner Level access to set up Virtual Branches.
In the Admin tab select Partner Details in the left-hand panel and click Manage Virtual Branches.
Create a new Virtual Branch by clicking the green plus sign. This will create a new branch called 'New Virtual Branch'
Re-name the branch by double-clicking it and typing in the new Virtual Branch name.
Moving a User to a Virtual Branch
In the Admin tab select Manage Users in the left-hand panel and clicking Manage New and Existing Users.
Click on the user you want to move into the new Virtual Branch and drag them into the Virtual Branch on the left.
Switching between Head Office and Virtual Branches
Head Office level users can operate within a Virtual Branch by switching to that branch at the top right drop-down box in Mercury.