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Head office and branches
Set up branch accounts for each location, share credits with them, choose what they can see and view their tributes.
Updated 2026-10-19
1. Turning on branches
Switch on branch accounts when you have more than one location or team that needs its own login.
- On your Dashboard, open the Settings tab.
- Choose Account, then click Funeral Home Settings to open it.
- Turn on the Branch Accounts switch.
- Go back to the Tributes tab. A Branch Accounts panel now shows below your credits.
Your account becomes the head office. Each branch has its own login and its own Dashboard, and uses credits you give it.
Does turning on branches cost anything?
No. Branches use credits from your head office balance.
2. Adding a branch
Create a login for a branch and give it some credits to start with.
- On the Tributes tab, find the Branch Accounts panel and click Add.
- Enter the branch name in Organisation Name, for example the name of that location.
- Enter the Email the branch will sign in with.
- Set a Password of at least 6 characters.
- In Initial Credits to Allocate, enter how many of your credits to give the branch. You can leave it at 0.
- Click Create. Then give the branch its email and password so it can sign in.
To change a branch name or sign in email later, click Rename on the branch. Changing the email changes how the branch signs in.
To remove a branch, click Delete. This permanently removes its tributes, media and credits. Its unused credits come back to your head office.
Does the branch get an email?
No. You choose the email and password, so pass them on to the branch yourself.
Can I use an email that already has an account?
No. Each branch needs an email address that is not already used on Tribute Creator.
3. Sharing credits with branches
Give credits from your head office to a branch, or take unused ones back.
- On the Tributes tab, open the Branch Accounts panel. It shows how many credits you have available to allocate.
- Find the branch. Its bar shows how many credits it has used and how many remain.
- To give credits, click Allocate, enter the Amount and click Allocate.
- To take unused credits back, click Reclaim, enter the Amount and click Reclaim.
Credits given to a branch come off your head office balance. Reclaimed credits go back to it.
Once you have branches, the Credits panel shows your Head Office credits, your Branch credits and the Total Credits.
Can a branch use head office credits when it runs out?
Yes, if you turn on Auto-Pull Head Office Credit for that branch in Features.
Can branches buy their own credits?
Yes, if Buy Credits is turned on for them in Features.
4. What branches can see and do
Choose which parts of the Dashboard each branch can see, and whether it can buy credits.
- On the Tributes tab, open the Branch Accounts panel.
- Click Features on the branch.
- Turn each switch on or off.
- Click Save.
The switches in Feature Access are:
- Display Credits: shows the branch its credits. When off, it also hides the money figures in its Analytics.
- Buy Credits: lets the branch buy credits from the Pricing page.
- Auto-Pull Head Office Credit: uses a head office credit when the branch runs out. This turns on by itself when Buy Credits is off.
- Show Analytics: shows the branch its Analytics tab.
- Show Settings: shows the branch its Settings tab.
What does the branch see when it pulls head office credits?
Its Dashboard shows Pulling credits from Head Office Account. If your head office has none left, it is asked to contact you.
5. Viewing a branch's tributes
See a branch's tributes and families from your head office Dashboard.
- On the Tributes tab, open the Branch Accounts panel.
- Click the branch's name to see its tributes, with the family and the invite status under each one.
- To see the branch's whole Dashboard, click View. You can also choose the branch from the account menu under My Dashboard.
- You see the branch in read only mode, so nothing can be changed by accident.
- Click Back to my account when you are done.
To delete one of a branch's tributes, click the bin icon next to it in the panel. If its video has not been made, the credit comes back.
Can I compare branches?
Yes. Open Analytics, then Branches, to see each branch side by side.
Can I log a support ticket while viewing a branch?
No. The Support tab is only for your own account, so go back to your account first.