How to Video Access and Add Branches in Company Accounts in SmartLink

Learn how to access and add branches in your company account by following the video or instructions below

 

 

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Step 1: Log into SmartLink and Access the Company Account Page

1. Navigate to smartlinknetwork.com and sign in.
2. In the top-right corner, click on Settings.
3. Select Company Account from the top-left menu to access the user page.

 

Step 2: Navigate to the Branches Page

• On the user page, click Branches to view the list of branches in your company account.

 

Step 3: Add a New Branch

1. Click New Branch in the top-right corner.
2. Enter a name and address for the new branch.
3. When ready, click Save and Continue.

 

Step 4: Add Users to the Branch

1. Select the users you want to add to the branch.
2. Choose their permissions by checking the corresponding boxes.
3. Click Save and Continue.

• If you don’t want to add users, click Skip for Now.

 

Step 5: Add Sites to the Branch

1. Select the sites you want to assign to the branch by checking the box next to each site.
2. Click Save and Continue.

• If you don’t want to add sites, you can skip this step as well.

 

Step 6: Branch Creation Confirmation

• A success message will appear confirming that the new branch has been created.
• To return to the branches page, click Return to Branches in the top-left corner.

 

Step 7: Manage Branches and Sites

• You can manage the branch by clicking Manage next to the branch name.
• View users, general information, or delete the branch as needed.

 

Step 8: Transfer Sites Between Branches

1. Click Manage next to the branch you want to transfer sites from.
2. Select the sites and click Transfer Sites in the top-right corner.
3. Choose the destination branch and click Transfer Sites to complete the transfer.

 

Step 9: Confirmation of Site Transfer

• A success message will confirm that the sites have been successfully transferred.
• You can now return to the branches page to see the updated branch information.

 

Still Need Help?

If you have any questions, please email us at support@weathermatic.com or call us at 888-484-3776.

Thank you! 

 

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