Overview
To improve management of staff access scopes, the "Branch" feature allows you to restrict location access for staff by associating specific locations with a Branch. Once these locations are assigned to a Branch, the Branch can then be assigned to the relevant staff members.
In this section, we will introduce the content and functionality of Branch Management. Detailed instructions on how to assign branches to staff can be found in the chapter titled "Creating Staff/User Accounts."
Utilizing this feature provides effective control and oversight of staff access within the system, ensuring that staff members have access only to their designated locations.
Click the tab “Branch Management” in Locations to enter the section.
Create Branch
To create a new branch, follow these steps:
Click the "Create Branch" button as indicated in the screenshot below.
A page will open containing fields related to the branch. Fill in these fields according to your situation.
Once all necessary information is entered, click the "Save" button at the bottom of the page.
For detailed descriptions of each field, please refer to the table below.
Ownership and Assignment of Branch
When a user creates a branch, they automatically become the owner of that branch.
The created branch can be assigned to other staff members by editing the staff profile, provided the user has staff management permissions.
If the user lacks these permissions, staff members with the "All Location" type permission can perform the assignment.
Field Name | Value Needed | Description |
Branch Name | Alpha-Numeric | It defines the name of the branch that will be displayed in the system. It should be unique for each branch. |
Branch ID | Alpha-Numeric | It defines the ID of the branch. |
Locations | Drop-down choice | Select the locations that have not been assigned to any branch. A branch may own one or multiple locations, but one location can only be assigned to one branch. |
Address Line 1 | Alpha-Numeric | Enter the address of the Branch. |
Address Line 2 | Alpha-Numeric | Enter additional address information if needed. |
Province/State | Drop-down choice | Click and choose from the list of Provinces / States available in the list. You may type the first few letters of your option to narrow the search. |
City | Alpha-Numeric | Enter the city of the Branch. |
Postal/Zip Code | Alpha-Numeric | Enter the Zip code of the Branch. |
Contact Name | Alpha-Numeric | Enter the name of the Branch creator or primary contact. |
Contact Phone Number | Numeric | Enter the phone number of the Branch creator or primary contact. |
Contact Email Address | Alpha-Numeric | Enter the Email address of the Branch creator or primary contact. |
Comments | Alpha-Numeric | You can enter descriptions or notes of the branch. |
Search Branch
When managing multiple branches, you can utilize the search filter to quickly locate a specific branch:
Enter Keyword: Type a keyword into the search bar. Supported keywords include Branch Name, Branch ID, and any terms found in the Comments section.
Initiate Search: Click the "Search Branch" button, which is highlighted in blue, to execute the search.
Branch Ownership and Visibility
The list of branches displayed includes those that are owned by the user. This means the branches were either created by the user or have been assigned to them.
This ensures that users can easily manage and access only the relevant branches within their scope of responsibility.
View Branch
To access detailed information about a branch, follow these steps:
View Details: Click the "View" button, highlighted in blue, next to the branch you wish to examine.
Navigate Information: A new page will open, providing detailed branch information. You can switch between the branch details and the location list by clicking the corresponding tabs at the top of the page.
Return to Branch Management: To go back to the Branch Management page, click the "Back" button located in the lower-right corner.
You can also click the “View” button on the Branch Management page to check the locations included in the branch.
Edit Branch
Click the "Edit" button in the Actions column to modify the branch information or change its associated locations. After making your changes, click "Save" to keep them, or click "Back" to cancel the action.
Delete Branch
Click the “Delete” button in red then a warning window will pop up. Click “Yes” to confirm the deletion or “No” to cancel it.
If a branch is deleted, the locations previously assigned to it will revert to an "unassigned" status. These locations can then be reassigned to another branch by users with the appropriate permissions.
