Use branches to group areas and manage staff more easily. You can turn branches on, create new ones, assign staff, and delete branches you no longer need.
Enable branches
To enable branches, follow these steps:
Click Setup.
Click System.
Click MISC.
Select the Enable branches checkbox.
Click Save changes.
You must log out and log back in for this change to take effect.
Create a new branch
To create a new branch, follow these steps:
Click Setup.
Click Branches.
Click New branch.
Enter the branch details.
Select the Area checkboxes to include in the branch.
📌 Note: If an area doesn't show, it's either already used in another branch or you don't have access to it.
Click Save changes.
Allocate a branch to a staff member
To allocate a branch to a staff member, follow these steps:
Click Staff.
Click on the staff member.
Click Branch.
Choose the required branch from the drop-down options.
Delete an existing branch
To delete an existing branch, follow these steps:
📌 Notes:
A branch must not be in use before it can be deleted.
Deleted branches can't be recovered.
Click Setup.
Click Branches.
Click the i icon next to the branch.
Click the delete icon (white arrow) next to the branch name.
Click OK to confirm.