The branch switching functionality allows users to switch between multiple SME Professional systems without re-entering log-in details each time. To enable this functionality, please contact [email protected].
When branch switching is enabled, a dropdown menu will appear at the top right of the system. As shown in the example below, this has been enabled for two systems. The dropdown menu will allow users to switch between multiple systems. This requires the user to use the same username and password across all linked systems.
If a user also has more than one SME Professional tab open at the time of switching between systems, the page will refresh notifying users that the current system has been changed to the selected branch, as shown in the example below.
1. Syncing a user to a linked system
Once branch switching has been enabled, a superuser can sync any existing user's username and password from an existing system to any linked system. This enables the user to access the selected systems and switch between them without needing to log in again.
Go to Admin > View all employees
Click on Admin page
Click on Users
In the menu on the left-hand side of the page, click on Copy user
Select the user to be copied and the linked system their details are to be copied to
Click Update
Note: This feature allows the syncing of one user to one linked system at a time. Should the user need synced to more than one linked system, the above steps can be repeated for each system they required synced to.
Note: Any new users created on SME Professional after the branch switching function has been enabled will automatically have access to all linked systems. Usernames and passwords will also be the same for each system.