The following is a step-by-step guide to grant portal access and permissions to Remerge. In case of any questions, please reach out to your Remerge Account Manager.
1. Locate your App
- Log in to your Branch Account and select your app. You should find yourself on the Summary page of your account as displayed below:
- Go the navigation menu, located on the left side of the dashboard, scroll down to Setup & Testing, and click on "Account Settings" as displayed below:
2. Configure Remerge as an Agency
- Go to Account Settings, located on the upper section of the dashboard and click on "Agencies".
- Click on "Add New Agency". The tab you are located on is always both highlighted and underlined as displayed below:
3. Grant Access & Permissions
- You may provide us with as much access as you see fit. That being said, please ensure that at the very least, Remerge is granted with Full Read Access, by selecting it from the Access Level drop-down menu, as displayed below: