Ricochet Permission | Ricochet User Seat |
Administrator
| Admin |
Agent | Galaxy |
All Leads Agent | Booster |
Branch Manager | Deskphone |
Team Lead |
|
Team Manager |
|
Direct Link to tutorial/solution "How can I add a new Branch?":
Click here to view tutorial/solution in a new tab.
Embedded tutorial/solution "How can I add a new Branch?":
17 STEPS
1. To add a new Branch to your Ricochet platform, click Manage.
NOTE: Users can only be added to one Branch at a time. You must first remove the user from one Branch and refresh before adding to a new Branch.
2. Click Branches
3. Click Create branch
4. Click in the Name area and give the Branch a name.
5. The Caller ID area is not utilized and can be omitted / left blank.
6. Click in the Default User e-mail area and type any email address in this section.
This email address is not utilized anymore but some email address has to be input into this field to save the Branch settings.
7. The Post-Create CRM URL area is not utilized in Ricochet anymore and can be omitted / left blank.
8. The Post-update CRM URL area is not utilized in Ricochet anymore and can be omitted / left blank.
9. Click this checkbox if you want to enable IP Restrictions for this branch.
IP Restrictions allow you to prevent non-Admins from accessing Ricochet outside of the office network.
10. If IP Restrictions is checked, click in the Allowed IP Addresses area and type, one line at a time, the real-world IP Address(es) associated with your office network.
You can obtain your office IP Address by typing "Whats My IP" in Google.
11. This this checkbox in the States and Agents section is not utilized anymore and can be omitted / left blank or checked.
Agent permissions are driven by the information found in their Agent Profile.
12. Click in the Agents area and choose the agent(s) to be added to this new Branch.
NOTE: The user, if in another Branch, must be removed from the other Branch first, refresh the browser, then added to the new Branch.
13. Click in the Legal Disclaimer area if you wish to add an HTML-based Legal Disclaimer to be used for outbound emails from Ricochet.
You can use a site like https://wordtohtml.net to create your HTML-based Legal Disclaimer.
14. Click in the Email Custom area if you wish to add an HTML-based Branch-specific email signature to be used for outbound emails from Ricochet.
You can use a site like https://wordtohtml.net to create your HTML-based email signature.
15. Click Save
16. Click Close to return to the main Branches page.
17. Confirm your new Branch has been created.
NOTE: Refresh the Ricochet browser once completed.
Here's an interactive tutorial
https://www.iorad.com/player/1762248/How-can-I-add-a-new-Branch-
Copy of text and screenshots from the tutorial/solution:
1. To add a new Branch to your Ricochet platform, click Manage.
NOTE: Users can only be added to one Branch at a time. You must first remove the user from one Branch and refresh before adding to a new Branch.
2. Click Branches
3. Click Create branch
4. Click in the Name area and give the Branch a name.
5. The Caller ID area is not utilized and can be omitted / left blank.
6. Click in the Default User e-mail area and type any email address in this section.
This email address is not utilized anymore but some email address has to be input into this field to save the Branch settings.
7. The Post-Create CRM URL area is not utilized in Ricochet anymore and can be omitted / left blank.
8. The Post-update CRM URL area is not utilized in Ricochet anymore and can be omitted / left blank.
9. Click this checkbox if you want to enable IP Restrictions for this branch.
IP Restrictions allow you to prevent non-Admins from accessing Ricochet outside of the office network.
10. If IP Restrictions is checked, click in the Allowed IP Addresses area and type, one line at a time, the real-world IP Address(es) associated with your office network.
You can obtain your office IP Address by typing "Whats My IP" in Google.
11. This this checkbox in the States and Agents section is not utilized anymore and can be omitted / left blank or checked.
Agent permissions are driven by the information found in their Agent Profile.
12. Click in the Agents area and choose the agent(s) to be added to this new Branch.
NOTE: The user, if in another Branch, must be removed from the other Branch first, refresh the browser, then added to the new Branch.
13. Click in the Legal Disclaimer area if you wish to add an HTML-based Legal Disclaimer to be used for outbound emails from Ricochet.
You can use a site like https://wordtohtml.net to create your HTML-based Legal Disclaimer.
14. Click in the Email Custom area if you wish to add an HTML-based Branch-specific email signature to be used for outbound emails from Ricochet.
You can use a site like https://wordtohtml.net to create your HTML-based email signature.
15. Click Save
16. Click Close to return to the main Branches page.
17. Confirm your new Branch has been created.
NOTE: Refresh the Ricochet browser once completed.
Did this Solution Article help you?
If you need to submit a support ticket, Admins and Agents: Return to your Ricochet platform and proceed to file a ticket using the Help -> Get Support action to open the Help widget.
If you have access to Ricochet's Ahoy Management Portal - click anywhere in this message to open the Ahoy Management Portal and the Support Widget.
If you are utilizing the Ahoy platform for ticket submission, for fastest results, please log into Ahoy so we can gather all the necessary information from your Ricochet account during the Ticket Submission process.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
