Recommended for: Owners and admins Time to complete: 5 to 10 minutes
Branch assignment makes sure staff can only work in the locations they are supposed to access.
When This Matters Most
Branch assignment is especially important for:
managers who oversee specific locations
staff working in one or two branches
multi-site businesses
Steps
Open the staff member's profile in team management.
Go to branch access or branch assignment.
Select the branches that user should be able to access.
Save the changes.
Ask the user to sign in again if needed.
Good Practice
assign only the branches a person actually needs
review branch access after team moves or restructures
remove old branch access promptly