How do I edit or add a branch?

This article covers editing and manually adding branches to your nCino Incentive Compensation.


Minimum Access Level Required: Executive

Editing a Branch

To Edit a Branch:

  1. Go to Directory () icon.
  2. Select Branch tab.
  3. Locate the branch you want to change, and click on Edit.
  1. Make any changes and click Save. To return to the previous screen without saving changes, click on Cancel.

Manually Adding a Branch

To Add a Branch:

  1. Click the Gear () icon, then System Admin.
  1. Go to Directory, then Add Branch.
  2. Enter branch information and click Save New Branch. To return to the previous screen without saving changes, click on Cancel.
  1. Enter branch information and click Save New Branch. To return to the previous screen without saving changes, click on Cancel.
Enter branch information and click