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Role Overview: MultiBranch Per Record

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The ''MultiBranch Per Record" role allows a user to link a record to multiple branches.

 

Only a user with ''MultiBranch Per Record" role can see the "Link/Unlink another branch" action within a record. Please contact the Client Experience Team to get this role allocated for you.

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For more information on how to link / unlink a record to another branch, please see this article

 

 

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