All Company/Branch entities in Title | Pipe™ require a Company Admin and a Branch Manager user that is associated with that entity. Although only one is required, Companies may have multiple company admins and Branches may have multiple Branch Managers - depending upon the unique characteristics of that entity. There are some important differences between the Company Admin and the Branch Manager. More specifically:
The Branch Manager role is for the user that has oversight over a specific branch within a Company. The Branch Manager can:
- Update/edit branch details including address, logo, branch website url and phone number
- Update/edit branch specific funding details for how the branch can send/receive funds
- Update/edit branch licensing information
- Add/remove staff to branch
- Invite Company Admin & Branch Managers
- View transactions associated with Branch member staff
- Important note*: A Branch can have multiple branch managers associated with it. A user can be a Branch Manager for multiple branches
------------------------------------------------
The Company Admin role is for the user that has oversight over the organization as a whole. More specifically the Company Admin can:
- Update company details including company address, company website url, logo and phone number
- Update company licensing information
- Invite/Assign Company Admins
- Invite/Assign Branch Managers
-----------------------------------------------