Creating a New Branch

Building the Foundation: Creating a Website

Before you can configure the Customer Portal, you need to establish a website. Think of the website as the structural framework that hosts the portal. Without it, the portal cannot function.

Why is creating a website important?

• A website provides the foundation for hosting the Customer Portal, offering a platform where users can access your services.

Steps to Create a Website:

Using the Organization Applet:

1. Log in to the Akaun platform and navigate to the Organization Applet.

Open

2. Go to the Branch Menu and select "Create New Branch."

3. Enter the necessary details for the new branch, such as branch name and location.

Open

4. Navigate to the "Address" tab and fill in the following fields:
   
   Address Lines: These fields capture the detailed physical location of the branch. Providing accurate information here is crucial for documentation, communication, and compliance purposes.
   
   Postal Code, City, Country, and State: These fields ensure that the branch is correctly located geographically and enables any region-specific configurations or communications.

5. Proceed to the "Marketplace" tab and select the relevant Marketplace Type (e.g., CP Commerce):
   
   Why is the Marketplace setting important? The Marketplace Type determines the operational context for the branch. Selecting the correct type ensures the branch is configured appropriately for the services it will provide.
   
   You can also set this branch as a "Default Entity" if it will be the primary branch for certain operations.

6. Save the changes to finalize the branch setup.