The Branch and Setup screens allow the System Administrator to carry out system maintenance functions, e.g. recording new branches, adding or modifying the agency name and address details, creating users and passwords, setting up security levels and customising documentation.
- The Set-up Only section contains settings for the entire database or network, for all branches.
- The Branch section contains information relating to each individual branch or agency.
In order to add, modify, or delete Branch and Setup data, the System Administration must log in to CrossCheck Travel Enterprise using the Supervisor User Id and Password. (The password is available to managers only from the Help Desk).
CCTE will open with one section overlapping the other. The Branch section will open on top and the Setup–Only section is visible in the background.
Move from one section to the other by clicking on the visible screen in the background. You can also move from the Branch screen to the Setup screen by clicking on the Database Setup button in the top right hand corner of the Branch screen.
The Branch screen contains details on each Branch setup within the database. More details re Branch can be found in CCTE Accounts Management Guide, and CCTE Debtor Hierarchy Guide.
The toolbar remains the same regardless of which tab is open but the Menu bar items alter accordingly. This reference tools will demonstrate how to make changes under each tab where required and advise against alterations when relevant.