Create Brand(s)

Brands are created and managed via the Address Book.
Only users with the ‘Manage Brands’ permission can create or edit Brands.

Note: In some setups, Quick Create for Brands is enabled — allowing you to create a Brand on-the-fly while creating a Project.
Even if you use Quick Create, you can always return to the Address Book to update Brand details later.

Steps to Create a ‘Brand’

1. Go to Address Book
2. Select the ‘Brands‘ Tab
3. Click ‘Create Brand’
4. Enter the Name and details for the Brand:
   • If you have not yet created a Master Client to provide a grouping for the Brand, see the steps below for ‘Create Master Client‘ on how to create a Master Client.
   • Once the Master Client is created, you can go back and edit the Brand and update the Master Client setting.
   • Changing the Master Client for a Brand has no affect on the Projects linked to the Brand. The only affect is how the Projects linked to the Brand will show in ‘Roll-Up’ Master Client Reports.
5. Click ‘Save’ to save the new Brand.
6. Map the Brand to the required Offices
   • The new Brand will not be available to Users to access until the Brand is mapped to their Office – OR – to Users specifically.
   • To map a Brand to an Office or User, simply click ‘Edit’ for the Office or User and select ‘Brand Mapping‘