How To - Set-up different offices?
Posted by Bruce Kamm on November 24 2011 06:25 AM

Q: How do you set up different offices within the same exchange website? For example, when you go to the "Member Directory" area it shows the local businesses; however, when we have a Tulsa office and a Dallas office, how would you differentiate so that customers can see only their local listings and not all the listings for every city in the member directory?

A: It depends if you want to set up different offices within the same exchange or different separately managed exchanges within your network. With the former, admins and brokers can see all of the member details and financial info of all exchange. With the latter, admins and brokers can only view the members and financial within the exchange. With the latter, you link echanges to share the marketplace and member directories.

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