The Multi Branch feature provides a high level of flexibility, allowing you to allocate and transfer credits to different teams or branches as needed during each credit cycle. This means you can distribute or transfer credits based on the specific needs or priorities in your organization.

Additionally, you can customize credits for future cycles, enabling you to plan ahead and allocate resources strategically. This ensures resources are utilized efficiently and effectively across different parts of your organization.

What's Covered? 

1. How does Team Credits work?
2. How to activate Multi-Branch?
3. What are the requirements for Multi-Branch?
4. How to transfer credits between branches?
   1. Transfer credits for the current cycle 
   2. Transfer credits for the next cycle 

How does Team Credits work?

How to activate Multi-Branch?

To start the process, your business consultant can create the child account(s) and ask our support team to link the parent account (main) with the child account(s) (branch). 

What are the requirements for Multi-Branch?

• Advise your business consultant about the default credits.
• Advise your business consultant with the credit admin user.
• The credit admin user must be a decision-maker, advisor, or admin.

How to transfer credits between branches?

You can distribute the credits from the main account to the branches/teams for the current cycle, or next cycle, or transfer the credits from one branch/team to another. 

Check the below step-by-step guidance

Transfer credits for the current cycle to another team 

	Go to PF Expert > Credits  > Team Credits
	Under the Current Cycle column > click on the transfer icon
	Select the source account and the target account > enter the amount of the credits> click on Transfer Credits

Transfer credits for the next cycle 

	Go to PF Expert > Credits > Team Credits
	Under the Credits for Next Cycle column > add the number of credits in the Enter Target field
	Click on Save