How to use Virtual Branches

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.

1. You need Partner Level access to set up Virtual Branches.

2. In the Admin App select Partner Details in the left-hand panel and click Virtual Branches.

3. Create a new Virtual Branch by clicking the  button. 

Note: For all changes made in the CRM settings you will need to login to Mercury Nexus again to pick up those changes.

Moving a User to a Virtual Branch

1. In the Admin App select Manage Users in the left-hand menu

2. Open the user you want to move into the new Virtual Branch by double clicking the record.

3. Assign the user to a branch with the Select Branch drop down.

Switching between Head Office and Virtual Branches

Head Office users can operate within a Virtual Branch by switching to that branch at the top right drop-down box in Mercury. They can also select All Branches to view all records in the CRM.

How to set a default branch

You can now choose to set your Default Branch in Mercury Nexus. Check the Remember Selection checkbox when selecting your virtual branch. Next time you login Nexus will automatically connect you to that branch.