Moverly Help Centre
Submit a request
Home
Agents
Account set up

Managing your organisation branches and users

Edited

The Office Management feature provides Organisation Owners with the functionality to manage their own branches (offices) and users (teams) to enable Material Information and AML email communication to be sent to the correct branch. 

View our video here to manage your branches and users

The Team and Offices settings can be found in the menu, in the left hand column.

Add a new office and set your email preferences in the screen below: 

 

Add a new office.png

 

Add and manage new users in the Team members screen below: 

 

Team Members.png

If you need assistance, our friendly support team is always here to help. Simply click the yellow chat button on this page to chat with Mia, or submit a support form.